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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 | $183,516+3.4% | $155,534+22.0% | $145,884+30.1% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.68% | 61.43%-52.7pp | 64.92%-56.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $2,174 | $5,315-59.1% | $4,675-53.5% | $4,662-53.4% |
| Participant deferral / active EE | $3,604 | $6,467-44.3% | $5,630-36.0% | $6,690-46.1% |
| Admin fee / account holder | $4,706 | $19,293-75.6% | $15,900-70.4% | $13,392-64.9% |