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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 | $85,643 | $102,429-16.4% | $147,096-41.8% | $80,925+5.8% |
| Participation rate | 14.3% | 75.9%-61.6pp | 82.2%-67.9pp | 67.7%-53.4pp |
| Annual return | 4.93% | 135.02%-130.1pp | 419.75%-414.8pp | 35.65%-30.7pp |
| Employer contribution / active EE | $1,594 | $3,716-57.1% | $4,936-67.7% | $2,756-42.2% |
| Participant deferral / active EE | $4,316 | $6,649-35.1% | $8,071-46.5% | $4,299+0.4% |
| Admin fee / account holder | $7,733 | $7,957-2.8% | $13,005-40.5% | $6,940+11.4% |