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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 | $153,252 | $166,089-7.7% | $164,928-7.1% | $145,978+5.0% |
| Participation rate | 33.3% | 82.0%-48.7pp | 78.6%-45.3pp | 80.3%-47.0pp |
| Annual return | 8.45% | 100.26%-91.8pp | 70.08%-61.6pp | 550.52%-542.1pp |
| Employer contribution / active EE | $1,649 | $5,276-68.7% | $4,343-62.0% | $4,662-64.6% |
| Participant deferral / active EE | $10,359 | $6,961+48.8% | $6,034+71.7% | $6,690+54.9% |
| Admin fee / account holder | $533 | $16,641-96.8% | $12,684-95.8% | $13,400-96.0% |