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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 | $102,385-45.5% | $147,080-62.0% | $80,935-31.0% |
| Participation rate | 45.2% | 75.9%-30.7pp | 82.2%-37.0pp | 67.7%-22.5pp |
| Annual return | 8.66% | 135.09%-126.4pp | 420.17%-411.5pp | 35.66%-27.0pp |
| Employer contribution / active EE | $1,117 | $3,717-69.9% | $4,933-77.4% | $2,757-59.5% |
| Participant deferral / active EE | $7,843 | $6,651+17.9% | $8,066-2.8% | $4,299+82.4% |
| Admin fee / account holder | $20,602 | $7,951+159.1% | $12,989+58.6% | $6,924+197.5% |