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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 | $117,309 | $102,422+14.5% | $147,117-20.3% | $80,959+44.9% |
| Participation rate | 68.8% | 75.9%-7.1pp | 82.2%-13.4pp | 67.7%+1.1pp |
| Annual return | 9.68% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,246 | $3,717-66.5% | $4,932-74.7% | $2,757-54.8% |
| Participant deferral / active EE | $3,440 | $6,652-48.3% | $8,065-57.3% | $4,300-20.0% |
| Admin fee / account holder | $16,786 | $7,953+111.1% | $12,993+29.2% | $6,925+142.4% |