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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 | $126,719 | $110,379+14.8% | $102,412+23.7% | $145,884-13.1% |
| Participation rate | 50.0% | 77.9%-27.9pp | 74.5%-24.5pp | 80.3%-30.3pp |
| Annual return | 7.22% | 24.84%-17.6pp | 24.94%-17.7pp | 551.85%-544.6pp |
| Employer contribution / active EE | $1,957 | $4,216-53.6% | $3,870-49.4% | $4,662-58.0% |
| Participant deferral / active EE | $6,657 | $5,622+18.4% | $5,060+31.6% | $6,690-0.5% |
| Admin fee / account holder | $712 | $9,745-92.7% | $8,388-91.5% | $13,392-94.7% |