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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 | $102,385-10.4% | $147,080-37.6% | $80,935+13.4% |
| Participation rate | 64.0% | 75.9%-11.9pp | 82.2%-18.2pp | 67.7%-3.7pp |
| Annual return | 9.84% | 135.09%-125.3pp | 420.17%-410.3pp | 35.66%-25.8pp |
| Employer contribution / active EE | $2,410 | $3,717-35.2% | $4,933-51.1% | $2,757-12.6% |
| Participant deferral / active EE | $3,233 | $6,651-51.4% | $8,066-59.9% | $4,299-24.8% |
| Admin fee / account holder | $11,369 | $7,951+43.0% | $12,989-12.5% | $6,924+64.2% |