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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 | $110,295 | $111,535-1.1% | $105,223+4.8% | $137,256-19.6% |
| Participation rate | 35.0% | 78.1%-43.1pp | 75.0%-40.0pp | 80.0%-45.0pp |
| Annual return | 11.31% | 237.85%-226.5pp | 180.65%-169.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $1,206 | $3,939-69.4% | $3,689-67.3% | $4,156-71.0% |
| Participant deferral / active EE | $3,793 | $5,500-31.0% | $5,072-25.2% | $6,407-40.8% |
| Admin fee / account holder | $20,595 | $9,721+111.9% | $8,859+132.5% | $12,270+67.8% |