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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 | $124,719 | $124,980-0.2% | $108,359+15.1% | $154,746-19.4% |
| Participation rate | 64.3% | 75.2%-10.9pp | 70.1%-5.8pp | 80.7%-16.4pp |
| Annual return | 2.75% | 45.00%-42.3pp | 36.89%-34.1pp | 172.34%-169.6pp |
| Employer contribution / active EE | $903 | $2,851-68.3% | $2,399-62.4% | $4,379-79.4% |
| Participant deferral / active EE | $2,243 | $4,743-52.7% | $4,137-45.8% | $6,730-66.7% |
| Admin fee / account holder | $156,357 | $11,502+1259.4% | $9,741+1505.2% | $14,365+988.4% |