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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 | $146,495 | $183,539-20.2% | $155,556-5.8% | $145,897+0.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.87% | 61.31%-53.4pp | 64.84%-57.0pp | 552.29%-544.4pp |
| Employer contribution / active EE | $18,764 | $5,315+253.0% | $4,675+301.3% | $4,663+302.4% |
| Participant deferral / active EE | $10,880 | $6,467+68.2% | $5,631+93.2% | $6,689+62.6% |
| Admin fee / account holder | $7,840 | $19,275-59.3% | $15,885-50.6% | $13,390-41.5% |