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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 | $144,435 | $165,381-12.7% | $149,730-3.5% | $158,966-9.1% |
| Participation rate | 60.0% | 84.6%-24.6pp | 82.5%-22.5pp | 82.0%-22.0pp |
| Annual return | 2.02% | 348.29%-346.3pp | 276.70%-274.7pp | 302.95%-300.9pp |
| Employer contribution / active EE | $4,467 | $5,104-12.5% | $4,645-3.8% | $4,762-6.2% |
| Participant deferral / active EE | $7,210 | $7,182+0.4% | $6,843+5.4% | $5,983+20.5% |
| Admin fee / account holder | $10,177 | $10,809-5.9% | $9,310+9.3% | $11,250-9.5% |