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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 | $161,425 | $174,379-7.4% | $152,093+6.1% | $138,895+16.2% |
| Participation rate | 60.0% | 81.6%-21.6pp | 77.8%-17.8pp | 79.9%-19.9pp |
| Annual return | 1.17% | 74.86%-73.7pp | 66.36%-65.2pp | 145.39%-144.2pp |
| Employer contribution / active EE | $2,158 | $4,652-53.6% | $4,175-48.3% | $4,194-48.5% |
| Participant deferral / active EE | $8,146 | $6,159+32.3% | $5,451+49.4% | $6,396+27.4% |
| Admin fee / account holder | $1,251 | $16,880-92.6% | $14,497-91.4% | $12,562-90.0% |