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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 | $235,081 | $183,592+28.0% | $155,574+51.1% | $145,877+61.2% |
| Participation rate | 52.4% | 82.7%-30.3pp | 78.2%-25.8pp | 80.3%-27.9pp |
| Annual return | 1.64% | 61.37%-59.7pp | 64.87%-63.2pp | 551.28%-549.6pp |
| Employer contribution / active EE | $1,818 | $5,317-65.8% | $4,676-61.1% | $4,663-61.0% |
| Participant deferral / active EE | $4,365 | $6,466-32.5% | $5,629-22.5% | $6,691-34.8% |
| Admin fee / account holder | $4,301 | $19,316-77.7% | $15,914-73.0% | $13,402-67.9% |