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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 | $150,281 | $124,336+20.9% | $111,303+35.0% | $167,518-10.3% |
| Participation rate | 50.0% | 79.6%-29.6pp | 77.3%-27.3pp | 82.1%-32.1pp |
| Annual return | 5.11% | 37.45%-32.3pp | 54.66%-49.6pp | 478.71%-473.6pp |
| Employer contribution / active EE | $1,656 | $3,436-51.8% | $2,731-39.4% | $4,838-65.8% |
| Participant deferral / active EE | $1,996 | $5,181-61.5% | $4,487-55.5% | $6,342-68.5% |
| Admin fee / account holder | $559 | $10,623-94.7% | $7,966-93.0% | $12,312-95.5% |