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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 | $100,722 | $106,923-5.8% | $84,023+19.9% | $152,909-34.1% |
| Participation rate | 63.6% | 75.3%-11.6pp | 69.0%-5.4pp | 82.5%-18.8pp |
| Annual return | 3.95% | 105.02%-101.1pp | 71.32%-67.4pp | 345.46%-341.5pp |
| Employer contribution / active EE | $1,070 | $2,735-60.9% | $1,984-46.0% | $4,764-77.5% |
| Participant deferral / active EE | $2,170 | $4,013-45.9% | $3,239-33.0% | $5,851-62.9% |
| Admin fee / account holder | $18,129 | $8,289+118.7% | $6,102+197.1% | $11,601+56.3% |