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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 | $129,951 | $101,618+27.9% | $93,063+39.6% | $137,256-5.3% |
| Participation rate | 37.5% | 74.9%-37.4pp | 72.1%-34.6pp | 80.0%-42.5pp |
| Annual return | 10.28% | 223.95%-213.7pp | 34.15%-23.9pp | 220.34%-210.1pp |
| Employer contribution / active EE | $509 | $2,707-81.2% | $2,476-79.5% | $4,156-87.8% |
| Participant deferral / active EE | $4,021 | $4,279-6.0% | $3,958+1.6% | $6,407-37.2% |
| Admin fee / account holder | $558 | $6,198-91.0% | $6,033-90.8% | $12,270-95.5% |