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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 | $130,245 | $114,119+14.1% | $107,187+21.5% | $138,895-6.2% |
| Participation rate | 58.3% | 78.1%-19.7pp | 75.0%-16.7pp | 79.9%-21.6pp |
| Annual return | 10.34% | 273.21%-262.9pp | 204.55%-194.2pp | 145.39%-135.1pp |
| Employer contribution / active EE | $1,477 | $4,059-63.6% | $3,782-60.9% | $4,194-64.8% |
| Participant deferral / active EE | $3,441 | $5,538-37.9% | $5,096-32.5% | $6,396-46.2% |
| Admin fee / account holder | $27,256 | $10,024+171.9% | $9,162+197.5% | $12,562+117.0% |