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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 | $95,096 | $102,385-7.1% | $147,080-35.3% | $80,935+17.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.7%-4.0pp |
| Annual return | 8.78% | 135.09%-126.3pp | 420.17%-411.4pp | 35.66%-26.9pp |
| Employer contribution / active EE | $2,275 | $3,717-38.8% | $4,933-53.9% | $2,757-17.5% |
| Participant deferral / active EE | $7,164 | $6,651+7.7% | $8,066-11.2% | $4,299+66.6% |
| Admin fee / account holder | $1,344 | $7,951-83.1% | $12,989-89.7% | $6,924-80.6% |