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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 | $157,465 | $172,111-8.5% | $150,298+4.8% | $137,256+14.7% |
| Participation rate | 42.9% | 81.7%-38.9pp | 77.8%-34.9pp | 80.0%-37.1pp |
| Annual return | 9.53% | 69.37%-59.8pp | 62.79%-53.3pp | 220.34%-210.8pp |
| Employer contribution / active EE | $1,628 | $4,636-64.9% | $4,154-60.8% | $4,156-60.8% |
| Participant deferral / active EE | $5,302 | $6,166-14.0% | $5,453-2.8% | $6,407-17.2% |
| Admin fee / account holder | $4,736 | $16,471-71.2% | $14,116-66.4% | $12,270-61.4% |