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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 | $169,914 | $166,131+2.3% | $164,975+3.0% | $145,877+16.5% |
| Participation rate | 44.4% | 82.0%-37.6pp | 78.6%-34.2pp | 80.3%-35.9pp |
| Annual return | 1.64% | 100.37%-98.7pp | 70.12%-68.5pp | 551.28%-549.6pp |
| Employer contribution / active EE | $2,252 | $5,276-57.3% | $4,343-48.1% | $4,663-51.7% |
| Participant deferral / active EE | $4,382 | $6,962-37.1% | $6,033-27.4% | $6,691-34.5% |
| Admin fee / account holder | $25,511 | $16,648+53.2% | $12,688+101.1% | $13,402+90.3% |