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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 | $183,592-20.2% | $155,574-5.8% | $145,877+0.4% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 7.87% | 61.37%-53.5pp | 64.87%-57.0pp | 551.28%-543.4pp |
| Employer contribution / active EE | $18,764 | $5,317+252.9% | $4,676+301.3% | $4,663+302.4% |
| Participant deferral / active EE | $10,880 | $6,466+68.3% | $5,629+93.3% | $6,691+62.6% |
| Admin fee / account holder | $7,840 | $19,316-59.4% | $15,914-50.7% | $13,402-41.5% |