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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 | $97,514 | $105,210-7.3% | $159,487-38.9% | $85,851+13.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.8%-22.8pp | 69.3%-9.3pp |
| Annual return | 9.31% | 45.08%-35.8pp | 263.71%-254.4pp | 318.63%-309.3pp |
| Employer contribution / active EE | $1,058 | $3,319-68.1% | $4,831-78.1% | $2,565-58.8% |
| Participant deferral / active EE | $5,444 | $5,946-8.5% | $7,354-26.0% | $3,952+37.7% |
| Admin fee / account holder | $17,397 | $6,934+150.9% | $10,804+61.0% | $6,261+177.9% |