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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 | $186,991 | $183,592+1.9% | $155,574+20.2% | $145,877+28.2% |
| Participation rate | 57.1% | 82.7%-25.6pp | 78.2%-21.1pp | 80.3%-23.2pp |
| Annual return | 6.48% | 61.37%-54.9pp | 64.87%-58.4pp | 551.28%-544.8pp |
| Employer contribution / active EE | $1,875 | $5,317-64.7% | $4,676-59.9% | $4,663-59.8% |
| Participant deferral / active EE | $4,414 | $6,466-31.7% | $5,629-21.6% | $6,691-34.0% |
| Admin fee / account holder | $120,404 | $19,316+523.3% | $15,914+656.6% | $13,402+798.4% |