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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 | $132,493 | $91,537+44.7% | $130,045+1.9% | $75,173+76.3% |
| Participation rate | 61.0% | 71.5%-10.5pp | 78.5%-17.5pp | 67.2%-6.2pp |
| Annual return | 12.44% | -631.55%+644.0pp | -137.30%+149.7pp | 160.72%-148.3pp |
| Employer contribution / active EE | $1,929 | $2,845-32.2% | $4,321-55.4% | $2,671-27.8% |
| Participant deferral / active EE | $5,166 | $4,343+19.0% | $5,820-11.2% | $4,126+25.2% |
| Admin fee / account holder | $44,796 | $6,780+560.7% | $10,600+322.6% | $5,651+692.8% |