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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 | $102,393-50.4% | $147,041-65.5% | $80,911-37.3% |
| Participation rate | 57.7% | 75.9%-18.2pp | 82.2%-24.5pp | 67.6%-10.0pp |
| Annual return | 11.04% | 134.95%-123.9pp | 419.21%-408.2pp | 35.63%-24.6pp |
| Employer contribution / active EE | $3,679 | $3,715-1.0% | $4,935-25.5% | $2,756+33.5% |
| Participant deferral / active EE | $5,581 | $6,647-16.0% | $8,071-30.9% | $4,297+29.9% |
| Admin fee / account holder | $23,178 | $7,943+191.8% | $13,006+78.2% | $6,935+234.2% |