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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 | $186,432 | $166,242+12.1% | $165,071+12.9% | $145,884+27.8% |
| Participation rate | 42.9% | 82.0%-39.2pp | 78.6%-35.8pp | 80.3%-37.4pp |
| Annual return | 4.41% | 100.44%-96.0pp | 70.17%-65.8pp | 551.85%-547.4pp |
| Employer contribution / active EE | $2,118 | $5,283-59.9% | $4,347-51.3% | $4,662-54.6% |
| Participant deferral / active EE | $5,636 | $6,964-19.1% | $6,035-6.6% | $6,690-15.7% |
| Admin fee / account holder | $9,757 | $16,658-41.4% | $12,695-23.1% | $13,392-27.1% |