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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 | $102,393-7.1% | $147,041-35.3% | $80,911+17.5% |
| Participation rate | 63.6% | 75.9%-12.2pp | 82.2%-18.5pp | 67.6%-4.0pp |
| Annual return | 8.78% | 134.95%-126.2pp | 419.21%-410.4pp | 35.63%-26.8pp |
| Employer contribution / active EE | $2,275 | $3,715-38.8% | $4,935-53.9% | $2,756-17.4% |
| Participant deferral / active EE | $7,164 | $6,647+7.8% | $8,071-11.2% | $4,297+66.7% |
| Admin fee / account holder | $1,344 | $7,943-83.1% | $13,006-89.7% | $6,935-80.6% |