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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 | $136,295 | $106,236+28.3% | $96,496+41.2% | $139,427-2.2% |
| Participation rate | 52.6% | 77.8%-25.2pp | 74.3%-21.7pp | 80.3%-27.7pp |
| Annual return | 10.48% | 38.43%-27.9pp | 35.70%-25.2pp | 373.27%-362.8pp |
| Employer contribution / active EE | $1,520 | $4,104-63.0% | $3,738-59.3% | $4,752-68.0% |
| Participant deferral / active EE | $3,900 | $5,455-28.5% | $4,879-20.1% | $6,711-41.9% |
| Admin fee / account holder | $76,724 | $7,879+873.8% | $6,731+1039.9% | $11,404+572.8% |