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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 | $129,412 | $117,895+9.8% | $102,460+26.3% | $145,897-11.3% |
| Participation rate | 57.1% | 78.6%-21.5pp | 76.5%-19.4pp | 80.3%-23.2pp |
| Annual return | 8.38% | 31.92%-23.5pp | 29.47%-21.1pp | 552.29%-543.9pp |
| Employer contribution / active EE | $1,327 | $3,619-63.3% | $3,025-56.1% | $4,663-71.5% |
| Participant deferral / active EE | $3,852 | $5,736-32.8% | $5,056-23.8% | $6,689-42.4% |
| Admin fee / account holder | $30,798 | $13,353+130.6% | $9,460+225.6% | $13,390+130.0% |