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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 | $183,452 | $198,457-7.6% | $170,435+7.6% | $147,586+24.3% |
| Participation rate | 42.9% | 88.0%-45.1pp | 83.6%-40.7pp | 82.8%-40.0pp |
| Annual return | 2.21% | 257.30%-255.1pp | 205.94%-203.7pp | 578.59%-576.4pp |
| Employer contribution / active EE | $1,719 | $6,183-72.2% | $5,432-68.4% | $4,876-64.7% |
| Participant deferral / active EE | $3,605 | $5,629-36.0% | $4,939-27.0% | $5,439-33.7% |
| Admin fee / account holder | $728 | $16,852-95.7% | $13,881-94.8% | $10,886-93.3% |