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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 | $160,280 | $107,368+49.3% | $92,915+72.5% | $152,909+4.8% |
| Participation rate | 69.2% | 79.8%-10.6pp | 76.0%-6.8pp | 82.5%-13.2pp |
| Annual return | 3.67% | 145.64%-142.0pp | 109.45%-105.8pp | 345.46%-341.8pp |
| Employer contribution / active EE | $3,376 | $4,222-20.1% | $3,653-7.6% | $4,764-29.1% |
| Participant deferral / active EE | $3,467 | $4,848-28.5% | $4,238-18.2% | $5,851-40.7% |
| Admin fee / account holder | $30,715 | $7,082+333.7% | $5,796+430.0% | $11,601+164.8% |