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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 | $71,015 | $102,385-30.6% | $147,080-51.7% | $80,935-12.3% |
| Participation rate | 53.8% | 75.9%-22.0pp | 82.2%-28.3pp | 67.7%-13.8pp |
| Annual return | 11.06% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,977 | $3,717-19.9% | $4,933-39.6% | $2,757+8.0% |
| Participant deferral / active EE | $4,629 | $6,651-30.4% | $8,066-42.6% | $4,299+7.7% |
| Admin fee / account holder | $1,222 | $7,951-84.6% | $12,989-90.6% | $6,924-82.4% |