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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 | $150,061 | $183,592-18.3% | $155,574-3.5% | $145,877+2.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.24% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,568 | $5,317-51.7% | $4,676-45.1% | $4,663-44.9% |
| Participant deferral / active EE | $4,979 | $6,466-23.0% | $5,629-11.5% | $6,691-25.6% |
| Admin fee / account holder | $840 | $19,316-95.7% | $15,914-94.7% | $13,402-93.7% |