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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 | $129,957 | $111,535+16.5% | $105,223+23.5% | $137,256-5.3% |
| Participation rate | 50.0% | 78.1%-28.1pp | 75.0%-25.0pp | 80.0%-30.0pp |
| Annual return | 11.51% | 237.85%-226.3pp | 180.65%-169.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,805 | $3,939-54.2% | $3,689-51.1% | $4,156-56.6% |
| Participant deferral / active EE | $6,329 | $5,500+15.1% | $5,072+24.8% | $6,407-1.2% |
| Admin fee / account holder | $15,666 | $9,721+61.1% | $8,859+76.8% | $12,270+27.7% |