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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 | $120,484 | $102,429+17.6% | $147,096-18.1% | $80,925+48.9% |
| Participation rate | 64.6% | 75.9%-11.3pp | 82.2%-17.6pp | 67.7%-3.1pp |
| Annual return | 11.80% | 135.02%-123.2pp | 419.75%-408.0pp | 35.65%-23.9pp |
| Employer contribution / active EE | $1,043 | $3,716-71.9% | $4,936-78.9% | $2,756-62.1% |
| Participant deferral / active EE | $5,424 | $6,649-18.4% | $8,071-32.8% | $4,299+26.2% |
| Admin fee / account holder | $6,050 | $7,957-24.0% | $13,005-53.5% | $6,940-12.8% |