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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 | $103,164 | $105,198-1.9% | $159,455-35.3% | $85,856+20.2% |
| Participation rate | 49.2% | 75.8%-26.6pp | 82.8%-33.6pp | 69.3%-20.1pp |
| Annual return | 9.68% | 45.08%-35.4pp | 263.63%-253.9pp | 318.58%-308.9pp |
| Employer contribution / active EE | $2,135 | $3,319-35.7% | $4,830-55.8% | $2,565-16.8% |
| Participant deferral / active EE | $4,586 | $5,946-22.9% | $7,353-37.6% | $3,952+16.0% |
| Admin fee / account holder | $3,686 | $6,934-46.8% | $10,800-65.9% | $6,261-41.1% |