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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 | $125,687 | $105,210+19.5% | $159,487-21.2% | $85,851+46.4% |
| Participation rate | 33.3% | 75.8%-42.5pp | 82.8%-49.5pp | 69.3%-36.0pp |
| Annual return | 12.22% | 45.08%-32.9pp | 263.71%-251.5pp | 318.63%-306.4pp |
| Employer contribution / active EE | $1,074 | $3,319-67.6% | $4,831-77.8% | $2,565-58.1% |
| Participant deferral / active EE | $2,959 | $5,946-50.2% | $7,354-59.8% | $3,952-25.1% |
| Admin fee / account holder | $21,273 | $6,934+206.8% | $10,804+96.9% | $6,261+239.8% |