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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 | $50,737 | $102,422-50.5% | $147,117-65.5% | $80,959-37.3% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.7%-10.0pp |
| Annual return | 11.04% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $3,679 | $3,717-1.0% | $4,932-25.4% | $2,757+33.4% |
| Participant deferral / active EE | $5,581 | $6,652-16.1% | $8,065-30.8% | $4,300+29.8% |
| Admin fee / account holder | $23,178 | $7,953+191.4% | $12,993+78.4% | $6,925+234.7% |