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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 | $189,756 | $183,627+3.3% | $155,602+21.9% | $145,978+30.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.5pp | 80.3%-13.6pp |
| Annual return | 8.68% | 61.32%-52.6pp | 64.81%-56.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $2,174 | $5,316-59.1% | $4,675-53.5% | $4,662-53.4% |
| Participant deferral / active EE | $3,604 | $6,466-44.3% | $5,629-36.0% | $6,690-46.1% |
| Admin fee / account holder | $4,706 | $19,327-75.7% | $15,923-70.4% | $13,400-64.9% |