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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 | $136,318 | $154,228-11.6% | $145,433-6.3% | $137,256-0.7% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.24% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,186 | $4,804-75.3% | $4,554-74.0% | $4,156-71.5% |
| Participant deferral / active EE | $8,023 | $8,216-2.4% | $7,897+1.6% | $6,407+25.2% |
| Admin fee / account holder | $42,812 | $14,344+198.5% | $13,129+226.1% | $12,270+248.9% |