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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 | $136,931 | $183,516-25.4% | $155,534-12.0% | $145,884-6.1% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.56% | 61.43%-53.9pp | 64.92%-57.4pp | 551.85%-544.3pp |
| Employer contribution / active EE | $1,980 | $5,315-62.7% | $4,675-57.6% | $4,662-57.5% |
| Participant deferral / active EE | $6,958 | $6,467+7.6% | $5,630+23.6% | $6,690+4.0% |
| Admin fee / account holder | $54,367 | $19,293+181.8% | $15,900+241.9% | $13,392+306.0% |