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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 | $97,758 | $102,422-4.6% | $147,117-33.6% | $80,959+20.8% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 11.41% | 135.16%-123.7pp | 420.54%-409.1pp | 35.67%-24.3pp |
| Employer contribution / active EE | $1,844 | $3,717-50.4% | $4,932-62.6% | $2,757-33.1% |
| Participant deferral / active EE | $6,813 | $6,652+2.4% | $8,065-15.5% | $4,300+58.4% |
| Admin fee / account holder | $723 | $7,953-90.9% | $12,993-94.4% | $6,925-89.6% |