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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 | $142,725 | $114,119+25.1% | $107,187+33.2% | $138,895+2.8% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 79.9%-29.9pp |
| Annual return | 8.08% | 273.21%-265.1pp | 204.55%-196.5pp | 145.39%-137.3pp |
| Employer contribution / active EE | $2,800 | $4,059-31.0% | $3,782-26.0% | $4,194-33.3% |
| Participant deferral / active EE | $0 | $5,538-100.0% | $5,096-100.0% | $6,396-100.0% |
| Admin fee / account holder | $37,843 | $10,024+277.5% | $9,162+313.0% | $12,562+201.2% |