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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 | $149,769 | $183,539-18.4% | $155,556-3.7% | $145,897+2.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.02% | 61.31%-53.3pp | 64.84%-56.8pp | 552.29%-544.3pp |
| Employer contribution / active EE | $1,583 | $5,315-70.2% | $4,675-66.1% | $4,663-66.0% |
| Participant deferral / active EE | $10,550 | $6,467+63.1% | $5,631+87.4% | $6,689+57.7% |
| Admin fee / account holder | $1,813 | $19,275-90.6% | $15,885-88.6% | $13,390-86.5% |