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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 | $146,952 | $154,228-4.7% | $145,433+1.0% | $137,256+7.1% |
| Participation rate | 33.3% | 83.8%-50.5pp | 82.1%-48.8pp | 80.0%-46.6pp |
| Annual return | 11.25% | 74.59%-63.3pp | 66.58%-55.3pp | 220.34%-209.1pp |
| Employer contribution / active EE | $1,026 | $4,804-78.6% | $4,554-77.5% | $4,156-75.3% |
| Participant deferral / active EE | $2,883 | $8,216-64.9% | $7,897-63.5% | $6,407-55.0% |
| Admin fee / account holder | $1,685 | $14,344-88.3% | $13,129-87.2% | $12,270-86.3% |