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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 | $185,312-11.6% | $161,489+1.5% | $154,746+5.9% |
| Participation rate | 62.5% | 82.5%-20.0pp | 78.7%-16.2pp | 80.7%-18.2pp |
| Annual return | 6.26% | 103.84%-97.6pp | 89.72%-83.5pp | 172.34%-166.1pp |
| Employer contribution / active EE | $9,626 | $4,769+101.8% | $4,268+125.5% | $4,379+119.8% |
| Participant deferral / active EE | $4,169 | $6,350-34.3% | $5,630-25.9% | $6,730-38.1% |
| Admin fee / account holder | $2,766 | $18,654-85.2% | $16,006-82.7% | $14,365-80.7% |