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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 | $179,096 | $183,592-2.4% | $155,574+15.1% | $145,877+22.8% |
| Participation rate | 55.6% | 82.7%-27.1pp | 78.2%-22.7pp | 80.3%-24.7pp |
| Annual return | 7.42% | 61.37%-54.0pp | 64.87%-57.5pp | 551.28%-543.9pp |
| Employer contribution / active EE | $2,342 | $5,317-56.0% | $4,676-49.9% | $4,663-49.8% |
| Participant deferral / active EE | $5,342 | $6,466-17.4% | $5,629-5.1% | $6,691-20.2% |
| Admin fee / account holder | $2,166 | $19,316-88.8% | $15,914-86.4% | $13,402-83.8% |