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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 | $163,885 | $172,111-4.8% | $150,298+9.0% | $137,256+19.4% |
| Participation rate | 62.5% | 81.7%-19.2pp | 77.8%-15.3pp | 80.0%-17.5pp |
| Annual return | 6.26% | 69.37%-63.1pp | 62.79%-56.5pp | 220.34%-214.1pp |
| Employer contribution / active EE | $9,626 | $4,636+107.6% | $4,154+131.7% | $4,156+131.6% |
| Participant deferral / active EE | $4,169 | $6,166-32.4% | $5,453-23.5% | $6,407-34.9% |
| Admin fee / account holder | $2,766 | $16,471-83.2% | $14,116-80.4% | $12,270-77.5% |