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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 | $169,289 | $157,304+7.6% | $141,197+19.9% | $152,909+10.7% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 8.84% | 64.34%-55.5pp | 71.41%-62.6pp | 345.46%-336.6pp |
| Employer contribution / active EE | $1,704 | $5,263-67.6% | $4,736-64.0% | $4,764-64.2% |
| Participant deferral / active EE | $5,368 | $7,111-24.5% | $6,710-20.0% | $5,851-8.3% |
| Admin fee / account holder | $32,566 | $12,126+168.6% | $10,265+217.3% | $11,601+180.7% |