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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 | $165,840 | $172,111-3.6% | $150,298+10.3% | $137,256+20.8% |
| Participation rate | 57.1% | 81.7%-24.6pp | 77.8%-20.6pp | 80.0%-22.8pp |
| Annual return | 10.85% | 69.37%-58.5pp | 62.79%-51.9pp | 220.34%-209.5pp |
| Employer contribution / active EE | $1,794 | $4,636-61.3% | $4,154-56.8% | $4,156-56.8% |
| Participant deferral / active EE | $7,746 | $6,166+25.6% | $5,453+42.1% | $6,407+20.9% |
| Admin fee / account holder | $693 | $16,471-95.8% | $14,116-95.1% | $12,270-94.4% |