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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 | $155,623 | $165,399-5.9% | $149,745+3.9% | $158,982-2.1% |
| Participation rate | 43.5% | 84.6%-41.1pp | 82.5%-39.0pp | 82.0%-38.5pp |
| Annual return | 4.89% | 348.34%-343.4pp | 276.72%-271.8pp | 302.99%-298.1pp |
| Employer contribution / active EE | $1,355 | $5,105-73.5% | $4,646-70.8% | $4,763-71.6% |
| Participant deferral / active EE | $3,279 | $7,183-54.3% | $6,843-52.1% | $5,983-45.2% |
| Admin fee / account holder | $31,021 | $10,811+186.9% | $9,312+233.1% | $11,252+175.7% |