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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 | $145,285 | $102,382+41.9% | $147,005-1.2% | $80,874+79.6% |
| Participation rate | 60.0% | 75.8%-15.8pp | 82.2%-22.2pp | 67.6%-7.6pp |
| Annual return | 11.30% | 134.89%-123.6pp | 418.76%-407.5pp | 35.62%-24.3pp |
| Employer contribution / active EE | $2,698 | $3,715-27.4% | $4,934-45.3% | $2,756-2.1% |
| Participant deferral / active EE | $5,214 | $6,646-21.6% | $8,070-35.4% | $4,297+21.3% |
| Admin fee / account holder | $4,616 | $7,942-41.9% | $13,006-64.5% | $6,935-33.4% |