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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 | $150,428 | $165,381-9.0% | $149,730+0.5% | $158,966-5.4% |
| Participation rate | 45.0% | 84.6%-39.6pp | 82.5%-37.5pp | 82.0%-37.0pp |
| Annual return | -0.52% | 348.29%-348.8pp | 276.70%-277.2pp | 302.95%-303.5pp |
| Employer contribution / active EE | $1,175 | $5,104-77.0% | $4,645-74.7% | $4,762-75.3% |
| Participant deferral / active EE | $3,347 | $7,182-53.4% | $6,843-51.1% | $5,983-44.1% |
| Admin fee / account holder | $1,082 | $10,809-90.0% | $9,310-88.4% | $11,250-90.4% |