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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 | $145,604 | $102,422+42.2% | $147,117-1.0% | $80,959+79.8% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 10.03% | 135.16%-125.1pp | 420.54%-410.5pp | 35.67%-25.6pp |
| Employer contribution / active EE | $2,391 | $3,717-35.7% | $4,932-51.5% | $2,757-13.3% |
| Participant deferral / active EE | $5,587 | $6,652-16.0% | $8,065-30.7% | $4,300+29.9% |
| Admin fee / account holder | $1,987 | $7,953-75.0% | $12,993-84.7% | $6,925-71.3% |