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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 | $106,568 | $59,456+79.2% | $93,669+13.8% | $74,429+43.2% |
| Participation rate | 54.5% | 59.6%-5.2pp | 68.7%-14.3pp | 67.2%-12.8pp |
| Annual return | 10.54% | 82.00%-71.5pp | 133.59%-123.0pp | 1368.38%-1357.8pp |
| Employer contribution / active EE | $572 | $1,266-54.8% | $2,424-76.4% | $2,625-78.2% |
| Participant deferral / active EE | $5,009 | $3,052+64.1% | $4,416+13.4% | $4,348+15.2% |
| Admin fee / account holder | $5,951 | $3,026+96.7% | $8,291-28.2% | $1,944+206.1% |