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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 | $131,359 | $157,296-16.5% | $141,191-7.0% | $152,897-14.1% |
| Participation rate | 63.6% | 84.8%-21.2pp | 82.5%-18.8pp | 82.5%-18.8pp |
| Annual return | 2.14% | 64.34%-62.2pp | 71.41%-69.3pp | 345.43%-343.3pp |
| Employer contribution / active EE | $3,746 | $5,262-28.8% | $4,736-20.9% | $4,764-21.4% |
| Participant deferral / active EE | $6,768 | $7,111-4.8% | $6,710+0.9% | $5,851+15.7% |
| Admin fee / account holder | $4,541 | $12,125-62.6% | $10,264-55.8% | $11,599-60.9% |