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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 | $101,926 | $61,816+64.9% | $97,260+4.8% | $80,935+25.9% |
| Participation rate | 44.7% | 63.5%-18.8pp | 72.7%-28.0pp | 67.7%-23.0pp |
| Annual return | 8.29% | -558.73%+567.0pp | 75.54%-67.2pp | 35.66%-27.4pp |
| Employer contribution / active EE | $999 | $1,836-45.6% | $2,721-63.3% | $2,757-63.8% |
| Participant deferral / active EE | $2,742 | $3,027-9.4% | $4,262-35.6% | $4,299-36.2% |
| Admin fee / account holder | $483 | $5,166-90.7% | $5,640-91.4% | $6,924-93.0% |