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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 | $142,435 | $110,093+29.4% | $97,295+46.4% | $145,897-2.4% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 5.97% | 244.76%-238.8pp | 75.62%-69.6pp | 552.29%-546.3pp |
| Employer contribution / active EE | $1,329 | $3,077-56.8% | $2,723-51.2% | $4,663-71.5% |
| Participant deferral / active EE | $2,762 | $4,678-41.0% | $4,264-35.2% | $6,689-58.7% |
| Admin fee / account holder | $727 | $6,212-88.3% | $5,646-87.1% | $13,390-94.6% |