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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 | $108,031 | $107,363+0.6% | $92,909+16.3% | $152,897-29.3% |
| Participation rate | 42.9% | 79.8%-36.9pp | 76.0%-33.1pp | 82.5%-39.6pp |
| Annual return | 8.84% | 145.63%-136.8pp | 109.44%-100.6pp | 345.43%-336.6pp |
| Employer contribution / active EE | $1,729 | $4,222-59.1% | $3,653-52.7% | $4,764-63.7% |
| Participant deferral / active EE | $7,479 | $4,848+54.3% | $4,238+76.5% | $5,851+27.8% |
| Admin fee / account holder | $822 | $7,082-88.4% | $5,795-85.8% | $11,599-92.9% |