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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 | $149,339 | $117,829+26.7% | $102,423+45.8% | $145,877+2.4% |
| Participation rate | 66.7% | 78.6%-11.9pp | 76.5%-9.8pp | 80.3%-13.6pp |
| Annual return | 7.08% | 31.83%-24.8pp | 29.42%-22.3pp | 551.28%-544.2pp |
| Employer contribution / active EE | $1,677 | $3,615-53.6% | $3,023-44.5% | $4,663-64.0% |
| Participant deferral / active EE | $2,552 | $5,732-55.5% | $5,054-49.5% | $6,691-61.9% |
| Admin fee / account holder | $1,599 | $13,335-88.0% | $9,455-83.1% | $13,402-88.1% |