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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 | $139,029 | $129,737+7.2% | $119,126+16.7% | $154,746-10.2% |
| Participation rate | 36.8% | 78.9%-42.0pp | 75.8%-38.9pp | 80.7%-43.9pp |
| Annual return | 8.14% | 379.08%-370.9pp | 282.11%-274.0pp | 172.34%-164.2pp |
| Employer contribution / active EE | $1,824 | $4,375-58.3% | $4,034-54.8% | $4,379-58.3% |
| Participant deferral / active EE | $6,472 | $5,842+10.8% | $5,318+21.7% | $6,730-3.8% |
| Admin fee / account holder | $44,759 | $11,961+274.2% | $10,693+318.6% | $14,365+211.6% |