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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 | $119,251 | $107,353+11.1% | $92,903+28.4% | $152,885-22.0% |
| Participation rate | 50.0% | 79.8%-29.8pp | 76.0%-26.0pp | 82.5%-32.5pp |
| Annual return | 3.71% | 145.62%-141.9pp | 109.43%-105.7pp | 345.39%-341.7pp |
| Employer contribution / active EE | $1,065 | $4,222-74.8% | $3,653-70.9% | $4,763-77.6% |
| Participant deferral / active EE | $2,646 | $4,848-45.4% | $4,238-37.6% | $5,851-54.8% |
| Admin fee / account holder | $742 | $7,081-89.5% | $5,795-87.2% | $11,598-93.6% |