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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 | $73,342 | $107,353-31.7% | $92,903-21.1% | $152,885-52.0% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 8.09% | 145.62%-137.5pp | 109.43%-101.3pp | 345.39%-337.3pp |
| Employer contribution / active EE | $1,665 | $4,222-60.6% | $3,653-54.4% | $4,763-65.0% |
| Participant deferral / active EE | $2,111 | $4,848-56.4% | $4,238-50.2% | $5,851-63.9% |
| Admin fee / account holder | $29,320 | $7,081+314.1% | $5,795+406.0% | $11,598+152.8% |