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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 | $102,385-8.1% | $147,080-36.0% | $80,935+16.3% |
| Participation rate | 60.4% | 75.9%-15.5pp | 82.2%-21.8pp | 67.7%-7.2pp |
| Annual return | 11.06% | 135.09%-124.0pp | 420.17%-409.1pp | 35.66%-24.6pp |
| Employer contribution / active EE | $2,188 | $3,717-41.1% | $4,933-55.6% | $2,757-20.6% |
| Participant deferral / active EE | $5,082 | $6,651-23.6% | $8,066-37.0% | $4,299+18.2% |
| Admin fee / account holder | $6,977 | $7,951-12.2% | $12,989-46.3% | $6,924+0.8% |