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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 | $149,636 | $135,956+10.1% | $123,894+20.8% | $273,972-45.4% |
| Participation rate | 66.7% | 84.1%-17.4pp | 81.4%-14.7pp | 83.0%-16.3pp |
| Annual return | 1.66% | 56.63%-55.0pp | 47.52%-45.9pp | 41.46%-39.8pp |
| Employer contribution / active EE | $3,333 | $5,170-35.5% | $4,617-27.8% | $4,869-31.5% |
| Participant deferral / active EE | $9,667 | $6,343+52.4% | $5,984+61.5% | $5,287+82.8% |
| Admin fee / account holder | $3,643 | $9,817-62.9% | $8,357-56.4% | $10,133-64.1% |