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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 | $111,535+24.7% | $105,223+32.1% | $137,256+1.3% |
| Participation rate | 36.8% | 78.1%-41.2pp | 75.0%-38.2pp | 80.0%-43.1pp |
| Annual return | 8.14% | 237.85%-229.7pp | 180.65%-172.5pp | 220.34%-212.2pp |
| Employer contribution / active EE | $1,824 | $3,939-53.7% | $3,689-50.5% | $4,156-56.1% |
| Participant deferral / active EE | $6,472 | $5,500+17.7% | $5,072+27.6% | $6,407+1.0% |
| Admin fee / account holder | $44,759 | $9,721+360.4% | $8,859+405.3% | $12,270+264.8% |