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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 | $146,145 | $183,539-20.4% | $155,556-6.0% | $145,897+0.2% |
| Participation rate | 44.4% | 82.7%-38.3pp | 78.2%-33.8pp | 80.3%-35.9pp |
| Annual return | 7.90% | 61.31%-53.4pp | 64.84%-56.9pp | 552.29%-544.4pp |
| Employer contribution / active EE | $1,449 | $5,315-72.7% | $4,675-69.0% | $4,663-68.9% |
| Participant deferral / active EE | $5,695 | $6,467-11.9% | $5,631+1.1% | $6,689-14.9% |
| Admin fee / account holder | $823 | $19,275-95.7% | $15,885-94.8% | $13,390-93.9% |