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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 | $148,624 | $183,516-19.0% | $155,534-4.4% | $145,884+1.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 6.52% | 61.43%-54.9pp | 64.92%-58.4pp | 551.85%-545.3pp |
| Employer contribution / active EE | $1,831 | $5,315-65.6% | $4,675-60.8% | $4,662-60.7% |
| Participant deferral / active EE | $4,853 | $6,467-25.0% | $5,630-13.8% | $6,690-27.5% |
| Admin fee / account holder | $1,421 | $19,293-92.6% | $15,900-91.1% | $13,392-89.4% |