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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 | $187,747 | $217,432-13.7% | $185,849+1.0% | $167,536+12.1% |
| Participation rate | 54.5% | 86.1%-31.5pp | 81.7%-27.2pp | 82.1%-27.6pp |
| Annual return | 7.93% | 148.42%-140.5pp | 122.10%-114.2pp | 478.82%-470.9pp |
| Employer contribution / active EE | $1,638 | $5,875-72.1% | $5,169-68.3% | $4,839-66.2% |
| Participant deferral / active EE | $5,350 | $6,357-15.8% | $5,569-3.9% | $6,342-15.6% |
| Admin fee / account holder | $19,480 | $19,818-1.7% | $16,244+19.9% | $12,315+58.2% |