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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 | $163,328 | $183,539-11.0% | $155,556+5.0% | $145,897+11.9% |
| Participation rate | 33.3% | 82.7%-49.4pp | 78.2%-44.9pp | 80.3%-47.0pp |
| Annual return | 2.33% | 61.31%-59.0pp | 64.84%-62.5pp | 552.29%-550.0pp |
| Employer contribution / active EE | $1,228 | $5,315-76.9% | $4,675-73.7% | $4,663-73.7% |
| Participant deferral / active EE | $7,445 | $6,467+15.1% | $5,631+32.2% | $6,689+11.3% |
| Admin fee / account holder | $5,461 | $19,275-71.7% | $15,885-65.6% | $13,390-59.2% |