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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 | $146,369 | $174,379-16.1% | $152,093-3.8% | $138,895+5.4% |
| Participation rate | 50.0% | 81.6%-31.6pp | 77.8%-27.8pp | 79.9%-29.9pp |
| Annual return | 9.26% | 74.86%-65.6pp | 66.36%-57.1pp | 145.39%-136.1pp |
| Employer contribution / active EE | $17,288 | $4,652+271.6% | $4,175+314.1% | $4,194+312.2% |
| Participant deferral / active EE | $7,458 | $6,159+21.1% | $5,451+36.8% | $6,396+16.6% |
| Admin fee / account holder | $78,713 | $16,880+366.3% | $14,497+443.0% | $12,562+526.6% |