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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 | $147,171 | $148,629-1.0% | $135,982+8.2% | $139,487+5.5% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 6.48% | 79.33%-72.8pp | 68.32%-61.8pp | 373.84%-367.4pp |
| Employer contribution / active EE | $3,519 | $5,247-32.9% | $4,859-27.6% | $4,755-26.0% |
| Participant deferral / active EE | $11,664 | $8,102+44.0% | $7,760+50.3% | $6,713+73.8% |
| Admin fee / account holder | $832 | $12,406-93.3% | $10,767-92.3% | $11,407-92.7% |