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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 | $122,290 | $95,406+28.2% | $185,849-34.2% | $85,847+42.5% |
| Participation rate | 51.4% | 68.8%-17.3pp | 81.7%-30.3pp | 69.3%-17.9pp |
| Annual return | 11.00% | 23.59%-12.6pp | 122.10%-111.1pp | 318.61%-307.6pp |
| Employer contribution / active EE | $1,026 | $3,314-69.0% | $5,169-80.1% | $2,565-60.0% |
| Participant deferral / active EE | $1,887 | $3,424-44.9% | $5,569-66.1% | $3,952-52.3% |
| Admin fee / account holder | $6,489 | $7,214-10.0% | $16,244-60.0% | $6,261+3.7% |