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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 | $154,628 | $125,778+22.9% | $114,563+35.0% | $154,746-0.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.9%-6.2pp | 80.7%-14.0pp |
| Annual return | 5.41% | 295.14%-289.7pp | 241.09%-235.7pp | 172.34%-166.9pp |
| Employer contribution / active EE | $1,983 | $2,806-29.3% | $2,592-23.5% | $4,379-54.7% |
| Participant deferral / active EE | $4,642 | $4,445+4.4% | $4,142+12.1% | $6,730-31.0% |
| Admin fee / account holder | $636 | $8,190-92.2% | $7,623-91.7% | $14,365-95.6% |