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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 | $153,442 | $166,131-7.6% | $164,975-7.0% | $145,877+5.2% |
| Participation rate | 40.0% | 82.0%-42.0pp | 78.6%-38.6pp | 80.3%-40.3pp |
| Annual return | 5.08% | 100.37%-95.3pp | 70.12%-65.0pp | 551.28%-546.2pp |
| Employer contribution / active EE | $1,570 | $5,276-70.2% | $4,343-63.8% | $4,663-66.3% |
| Participant deferral / active EE | $8,236 | $6,962+18.3% | $6,033+36.5% | $6,691+23.1% |
| Admin fee / account holder | $6,643 | $16,648-60.1% | $12,688-47.6% | $13,402-50.4% |