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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 | $151,434 | $166,131-8.8% | $164,975-8.2% | $145,877+3.8% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 6.78% | 100.37%-93.6pp | 70.12%-63.3pp | 551.28%-544.5pp |
| Employer contribution / active EE | $2,114 | $5,276-59.9% | $4,343-51.3% | $4,663-54.7% |
| Participant deferral / active EE | $8,383 | $6,962+20.4% | $6,033+38.9% | $6,691+25.3% |
| Admin fee / account holder | $33,249 | $16,648+99.7% | $12,688+162.0% | $13,402+148.1% |