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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 | $117,691 | $111,535+5.5% | $105,223+11.8% | $137,256-14.3% |
| Participation rate | 53.8% | 78.1%-24.2pp | 75.0%-21.2pp | 80.0%-26.1pp |
| Annual return | 9.27% | 237.85%-228.6pp | 180.65%-171.4pp | 220.34%-211.1pp |
| Employer contribution / active EE | $1,193 | $3,939-69.7% | $3,689-67.6% | $4,156-71.3% |
| Participant deferral / active EE | $3,138 | $5,500-43.0% | $5,072-38.1% | $6,407-51.0% |
| Admin fee / account holder | $1,191 | $9,721-87.7% | $8,859-86.6% | $12,270-90.3% |