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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 | $93,041 | $91,537+1.6% | $130,045-28.5% | $75,173+23.8% |
| Participation rate | 40.8% | 71.5%-30.6pp | 78.5%-37.7pp | 67.2%-26.4pp |
| Annual return | 12.12% | -631.55%+643.7pp | -137.30%+149.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,225 | $2,845-57.0% | $4,321-71.7% | $2,671-54.2% |
| Participant deferral / active EE | $3,501 | $4,343-19.4% | $5,820-39.8% | $4,126-15.1% |
| Admin fee / account holder | $9,881 | $6,780+45.7% | $10,600-6.8% | $5,651+74.9% |