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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 | $128,088 | $111,785+14.6% | $93,669+36.7% | $145,877-12.2% |
| Participation rate | 55.0% | 74.2%-19.2pp | 68.7%-13.7pp | 80.3%-25.3pp |
| Annual return | 5.58% | 203.79%-198.2pp | 133.59%-128.0pp | 551.28%-545.7pp |
| Employer contribution / active EE | $1,962 | $3,096-36.6% | $2,424-19.1% | $4,663-57.9% |
| Participant deferral / active EE | $3,553 | $4,919-27.8% | $4,416-19.5% | $6,691-46.9% |
| Admin fee / account holder | $43,589 | $10,256+325.0% | $8,291+425.7% | $13,402+225.2% |