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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 | $102,382-13.4% | $147,005-39.7% | $80,874+9.7% |
| Participation rate | 54.1% | 75.8%-21.8pp | 82.2%-28.1pp | 67.6%-13.6pp |
| Annual return | 8.70% | 134.89%-126.2pp | 418.76%-410.1pp | 35.62%-26.9pp |
| Employer contribution / active EE | $2,005 | $3,715-46.0% | $4,934-59.4% | $2,756-27.2% |
| Participant deferral / active EE | $4,760 | $6,646-28.4% | $8,070-41.0% | $4,297+10.8% |
| Admin fee / account holder | $1,523 | $7,942-80.8% | $13,006-88.3% | $6,935-78.0% |