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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 | $131,599 | $183,592-28.3% | $155,574-15.4% | $145,877-9.8% |
| Participation rate | 63.6% | 82.7%-19.1pp | 78.2%-14.6pp | 80.3%-16.7pp |
| Annual return | 7.92% | 61.37%-53.5pp | 64.87%-56.9pp | 551.28%-543.4pp |
| Employer contribution / active EE | $1,666 | $5,317-68.7% | $4,676-64.4% | $4,663-64.3% |
| Participant deferral / active EE | $5,136 | $6,466-20.6% | $5,629-8.8% | $6,691-23.2% |
| Admin fee / account holder | $18,099 | $19,316-6.3% | $15,914+13.7% | $13,402+35.0% |