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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 | $117,518 | $58,234+101.8% | $81,783+43.7% | $80,874+45.3% |
| Participation rate | 51.5% | 63.4%-11.9pp | 72.4%-20.8pp | 67.6%-16.1pp |
| Annual return | 7.14% | 41.70%-34.6pp | 775.05%-767.9pp | 35.62%-28.5pp |
| Employer contribution / active EE | $1,243 | $2,341-46.9% | $2,913-57.3% | $2,756-54.9% |
| Participant deferral / active EE | $3,840 | $3,283+17.0% | $4,320-11.1% | $4,297-10.6% |
| Admin fee / account holder | $2,086 | $4,982-58.1% | $7,380-71.7% | $6,935-69.9% |