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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 | $126,001 | $114,119+10.4% | $107,187+17.6% | $138,895-9.3% |
| Participation rate | 35.3% | 78.1%-42.8pp | 75.0%-39.7pp | 79.9%-44.6pp |
| Annual return | 2.77% | 273.21%-270.4pp | 204.55%-201.8pp | 145.39%-142.6pp |
| Employer contribution / active EE | $1,252 | $4,059-69.1% | $3,782-66.9% | $4,194-70.1% |
| Participant deferral / active EE | $4,102 | $5,538-25.9% | $5,096-19.5% | $6,396-35.9% |
| Admin fee / account holder | $97,346 | $10,024+871.2% | $9,162+962.5% | $12,562+674.9% |