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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 | $183,627-25.4% | $155,602-12.0% | $145,978-6.2% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 7.56% | 61.32%-53.8pp | 64.81%-57.2pp | 550.52%-543.0pp |
| Employer contribution / active EE | $1,980 | $5,316-62.8% | $4,675-57.6% | $4,662-57.5% |
| Participant deferral / active EE | $6,958 | $6,466+7.6% | $5,629+23.6% | $6,690+4.0% |
| Admin fee / account holder | $54,367 | $19,327+181.3% | $15,923+241.4% | $13,400+305.7% |