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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 | $155,925 | $172,111-9.4% | $150,298+3.7% | $137,256+13.6% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 10.64% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.7pp |
| Employer contribution / active EE | $2,502 | $4,636-46.0% | $4,154-39.8% | $4,156-39.8% |
| Participant deferral / active EE | $7,328 | $6,166+18.9% | $5,453+34.4% | $6,407+14.4% |
| Admin fee / account holder | $28,682 | $16,471+74.1% | $14,116+103.2% | $12,270+133.8% |