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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 | $126,049 | $111,535+13.0% | $105,223+19.8% | $137,256-8.2% |
| Participation rate | 53.3% | 78.1%-24.8pp | 75.0%-21.7pp | 80.0%-26.6pp |
| Annual return | 6.06% | 237.85%-231.8pp | 180.65%-174.6pp | 220.34%-214.3pp |
| Employer contribution / active EE | $941 | $3,939-76.1% | $3,689-74.5% | $4,156-77.4% |
| Participant deferral / active EE | $1,941 | $5,500-64.7% | $5,072-61.7% | $6,407-69.7% |
| Admin fee / account holder | $3,932 | $9,721-59.6% | $8,859-55.6% | $12,270-68.0% |