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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 | $160,052 | $157,296+1.8% | $141,191+13.4% | $152,897+4.7% |
| Participation rate | 56.3% | 84.8%-28.6pp | 82.5%-26.2pp | 82.5%-26.2pp |
| Annual return | 14.41% | 64.34%-49.9pp | 71.41%-57.0pp | 345.43%-331.0pp |
| Employer contribution / active EE | $2,829 | $5,262-46.2% | $4,736-40.3% | $4,764-40.6% |
| Participant deferral / active EE | $6,300 | $7,111-11.4% | $6,710-6.1% | $5,851+7.7% |
| Admin fee / account holder | $2,052 | $12,125-83.1% | $10,264-80.0% | $11,599-82.3% |