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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 | $139,878 | $202,463-30.9% | $169,397-17.4% | $139,487+0.3% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 8.74% | 532.64%-523.9pp | 406.23%-397.5pp | 373.84%-365.1pp |
| Employer contribution / active EE | $1,787 | $4,694-61.9% | $4,013-55.5% | $4,755-62.4% |
| Participant deferral / active EE | $6,359 | $6,941-8.4% | $6,223+2.2% | $6,713-5.3% |
| Admin fee / account holder | $352 | $10,726-96.7% | $9,017-96.1% | $11,407-96.9% |