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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 | $55,837 | $102,393-45.5% | $147,041-62.0% | $80,911-31.0% |
| Participation rate | 45.2% | 75.9%-30.7pp | 82.2%-37.0pp | 67.6%-22.5pp |
| Annual return | 8.66% | 134.95%-126.3pp | 419.21%-410.6pp | 35.63%-27.0pp |
| Employer contribution / active EE | $1,117 | $3,715-69.9% | $4,935-77.4% | $2,756-59.5% |
| Participant deferral / active EE | $7,843 | $6,647+18.0% | $8,071-2.8% | $4,297+82.5% |
| Admin fee / account holder | $20,602 | $7,943+159.4% | $13,006+58.4% | $6,935+197.1% |