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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 | $94,656 | $72,071+31.3% | $68,368+38.5% | $137,256-31.0% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 12.44% | 353.14%-340.7pp | 292.57%-280.1pp | 220.34%-207.9pp |
| Employer contribution / active EE | $1,183 | $2,788-57.6% | $2,649-55.3% | $4,156-71.5% |
| Participant deferral / active EE | $2,497 | $4,410-43.4% | $4,123-39.4% | $6,407-61.0% |
| Admin fee / account holder | $7,426 | $5,336+39.2% | $5,150+44.2% | $12,270-39.5% |