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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 | $150,805 | $160,028-5.8% | $147,080+2.5% | $145,884+3.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.59% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,722 | $5,286-67.4% | $4,933-65.1% | $4,662-63.1% |
| Participant deferral / active EE | $5,125 | $8,422-39.1% | $8,066-36.5% | $6,690-23.4% |
| Admin fee / account holder | $684 | $15,030-95.5% | $12,989-94.7% | $13,392-94.9% |