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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 | $70,366+34.5% | $66,674+42.0% | $138,895-31.9% |
| Participation rate | 54.5% | 76.2%-21.6pp | 73.7%-19.1pp | 79.9%-25.4pp |
| Annual return | 12.44% | 386.41%-374.0pp | 321.24%-308.8pp | 145.39%-133.0pp |
| Employer contribution / active EE | $1,183 | $2,765-57.2% | $2,620-54.8% | $4,194-71.8% |
| Participant deferral / active EE | $2,497 | $4,374-42.9% | $4,084-38.9% | $6,396-61.0% |
| Admin fee / account holder | $7,426 | $5,262+41.1% | $5,098+45.7% | $12,562-40.9% |