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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 | $143,452 | $201,372-28.8% | $184,260-22.1% | $145,884-1.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 3.91% | 29.04%-25.1pp | 28.84%-24.9pp | 551.85%-547.9pp |
| Employer contribution / active EE | $4,634 | $7,024-34.0% | $6,427-27.9% | $4,662-0.6% |
| Participant deferral / active EE | $5,184 | $9,808-47.1% | $9,133-43.2% | $6,690-22.5% |
| Admin fee / account holder | $7,142 | $16,362-56.4% | $13,898-48.6% | $13,392-46.7% |