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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 | $170,096 | $166,242+2.3% | $165,071+3.0% | $145,884+16.6% |
| Participation rate | 62.5% | 82.0%-19.5pp | 78.6%-16.1pp | 80.3%-17.8pp |
| Annual return | 7.90% | 100.44%-92.5pp | 70.17%-62.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $1,370 | $5,283-74.1% | $4,347-68.5% | $4,662-70.6% |
| Participant deferral / active EE | $3,133 | $6,964-55.0% | $6,035-48.1% | $6,690-53.2% |
| Admin fee / account holder | $3,080 | $16,658-81.5% | $12,695-75.7% | $13,392-77.0% |