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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 | $168,635 | $157,296+7.2% | $141,191+19.4% | $152,897+10.3% |
| Participation rate | 62.5% | 84.8%-22.3pp | 82.5%-20.0pp | 82.5%-20.0pp |
| Annual return | 2.92% | 64.34%-61.4pp | 71.41%-68.5pp | 345.43%-342.5pp |
| Employer contribution / active EE | $2,049 | $5,262-61.1% | $4,736-56.7% | $4,764-57.0% |
| Participant deferral / active EE | $4,172 | $7,111-41.3% | $6,710-37.8% | $5,851-28.7% |
| Admin fee / account holder | $31,178 | $12,125+157.1% | $10,264+203.8% | $11,599+168.8% |