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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 | $115,147 | $93,345+23.4% | $119,126-3.3% | $87,485+31.6% |
| Participation rate | 54.7% | 68.7%-14.1pp | 75.8%-21.1pp | 68.9%-14.2pp |
| Annual return | 11.63% | 19.08%-7.5pp | 282.11%-270.5pp | 26.06%-14.4pp |
| Employer contribution / active EE | $1,534 | $3,172-51.6% | $4,034-62.0% | $2,596-40.9% |
| Participant deferral / active EE | $3,131 | $4,099-23.6% | $5,318-41.1% | $4,274-26.7% |
| Admin fee / account holder | $2,727 | $8,039-66.1% | $10,693-74.5% | $7,775-64.9% |