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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 | $98,062 | $63,346+54.8% | $92,240+6.3% | $70,126+39.8% |
| Participation rate | 50.0% | 68.7%-18.7pp | 76.5%-26.5pp | 69.5%-19.5pp |
| Annual return | 7.09% | 530.19%-523.1pp | 176.29%-169.2pp | 73.15%-66.1pp |
| Employer contribution / active EE | $1,076 | $2,471-56.5% | $3,680-70.8% | $2,343-54.1% |
| Participant deferral / active EE | $2,219 | $2,854-22.2% | $3,897-43.0% | $3,332-33.4% |
| Admin fee / account holder | $1,096 | $3,841-71.5% | $5,194-78.9% | $4,645-76.4% |