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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 | $167,195 | $183,592-8.9% | $155,574+7.5% | $145,877+14.6% |
| Participation rate | 38.5% | 82.7%-44.2pp | 78.2%-39.8pp | 80.3%-41.8pp |
| Annual return | 8.24% | 61.37%-53.1pp | 64.87%-56.6pp | 551.28%-543.0pp |
| Employer contribution / active EE | $1,269 | $5,317-76.1% | $4,676-72.9% | $4,663-72.8% |
| Participant deferral / active EE | $5,576 | $6,466-13.8% | $5,629-1.0% | $6,691-16.7% |
| Admin fee / account holder | $1,627 | $19,316-91.6% | $15,914-89.8% | $13,402-87.9% |