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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,479 | $102,429-26.3% | $147,096-48.7% | $80,925-6.7% |
| Participation rate | 61.3% | 75.9%-14.6pp | 82.2%-20.9pp | 67.7%-6.4pp |
| Annual return | 8.42% | 135.02%-126.6pp | 419.75%-411.3pp | 35.65%-27.2pp |
| Employer contribution / active EE | $2,348 | $3,716-36.8% | $4,936-52.4% | $2,756-14.8% |
| Participant deferral / active EE | $6,306 | $6,649-5.1% | $8,071-21.9% | $4,299+46.7% |
| Admin fee / account holder | $43,875 | $7,957+451.4% | $13,005+237.4% | $6,940+532.2% |