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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 | $176,617 | $165,381+6.8% | $149,730+18.0% | $158,966+11.1% |
| Participation rate | 33.3% | 84.6%-51.2pp | 82.5%-49.1pp | 82.0%-48.6pp |
| Annual return | 0.65% | 348.29%-347.6pp | 276.70%-276.1pp | 302.95%-302.3pp |
| Employer contribution / active EE | $3,800 | $5,104-25.6% | $4,645-18.2% | $4,762-20.2% |
| Participant deferral / active EE | $8,667 | $7,182+20.7% | $6,843+26.7% | $5,983+44.9% |
| Admin fee / account holder | $1,633 | $10,809-84.9% | $9,310-82.5% | $11,250-85.5% |