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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 | $148,748 | $154,228-3.6% | $145,433+2.3% | $137,256+8.4% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 11.16% | 74.59%-63.4pp | 66.58%-55.4pp | 220.34%-209.2pp |
| Employer contribution / active EE | $1,179 | $4,804-75.5% | $4,554-74.1% | $4,156-71.6% |
| Participant deferral / active EE | $6,356 | $8,216-22.6% | $7,897-19.5% | $6,407-0.8% |
| Admin fee / account holder | $2,702 | $14,344-81.2% | $13,129-79.4% | $12,270-78.0% |