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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 | $94,108 | $102,422-8.1% | $147,117-36.0% | $80,959+16.2% |
| Participation rate | 60.4% | 75.9%-15.5pp | 82.2%-21.8pp | 67.7%-7.3pp |
| Annual return | 11.06% | 135.16%-124.1pp | 420.54%-409.5pp | 35.67%-24.6pp |
| Employer contribution / active EE | $2,188 | $3,717-41.1% | $4,932-55.6% | $2,757-20.6% |
| Participant deferral / active EE | $5,082 | $6,652-23.6% | $8,065-37.0% | $4,300+18.2% |
| Admin fee / account holder | $6,977 | $7,953-12.3% | $12,993-46.3% | $6,925+0.8% |