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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 | $171,984 | $166,242+3.5% | $165,071+4.2% | $145,884+17.9% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 0.25% | 100.44%-100.2pp | 70.17%-69.9pp | 551.85%-551.6pp |
| Employer contribution / active EE | $1,814 | $5,283-65.7% | $4,347-58.3% | $4,662-61.1% |
| Participant deferral / active EE | $4,867 | $6,964-30.1% | $6,035-19.4% | $6,690-27.3% |
| Admin fee / account holder | $1,673 | $16,658-90.0% | $12,695-86.8% | $13,392-87.5% |