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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 | $139,351 | $114,119+22.1% | $107,187+30.0% | $138,895+0.3% |
| Participation rate | 61.5% | 78.1%-16.5pp | 75.0%-13.5pp | 79.9%-18.4pp |
| Annual return | 3.40% | 273.21%-269.8pp | 204.55%-201.1pp | 145.39%-142.0pp |
| Employer contribution / active EE | $1,538 | $4,059-62.1% | $3,782-59.3% | $4,194-63.3% |
| Participant deferral / active EE | $2,678 | $5,538-51.6% | $5,096-47.4% | $6,396-58.1% |
| Admin fee / account holder | $2,947 | $10,024-70.6% | $9,162-67.8% | $12,562-76.5% |