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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 | $143,628 | $111,830+28.4% | $93,696+53.3% | $145,884-1.5% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 5.10% | 204.08%-199.0pp | 133.74%-128.6pp | 551.85%-546.7pp |
| Employer contribution / active EE | $2,447 | $3,093-20.9% | $2,422+1.0% | $4,662-47.5% |
| Participant deferral / active EE | $9,027 | $4,920+83.5% | $4,417+104.4% | $6,690+34.9% |
| Admin fee / account holder | $6,152 | $10,249-40.0% | $8,287-25.8% | $13,392-54.1% |