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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 | $91,761 | $102,393-10.4% | $147,041-37.6% | $80,911+13.4% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.6%-3.6pp |
| Annual return | 9.84% | 134.95%-125.1pp | 419.21%-409.4pp | 35.63%-25.8pp |
| Employer contribution / active EE | $2,410 | $3,715-35.1% | $4,935-51.2% | $2,756-12.5% |
| Participant deferral / active EE | $3,233 | $6,647-51.4% | $8,071-59.9% | $4,297-24.8% |
| Admin fee / account holder | $11,369 | $7,943+43.1% | $13,006-12.6% | $6,935+64.0% |