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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 | $88,683 | $102,422-13.4% | $147,117-39.7% | $80,959+9.5% |
| Participation rate | 54.1% | 75.9%-21.8pp | 82.2%-28.1pp | 67.7%-13.6pp |
| Annual return | 8.70% | 135.16%-126.5pp | 420.54%-411.8pp | 35.67%-27.0pp |
| Employer contribution / active EE | $2,005 | $3,717-46.1% | $4,932-59.4% | $2,757-27.3% |
| Participant deferral / active EE | $4,760 | $6,652-28.4% | $8,065-41.0% | $4,300+10.7% |
| Admin fee / account holder | $1,523 | $7,953-80.9% | $12,993-88.3% | $6,925-78.0% |