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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 | $170,340 | $183,539-7.2% | $155,556+9.5% | $145,897+16.8% |
| Participation rate | 64.3% | 82.7%-18.4pp | 78.2%-13.9pp | 80.3%-16.0pp |
| Annual return | 7.61% | 61.31%-53.7pp | 64.84%-57.2pp | 552.29%-544.7pp |
| Employer contribution / active EE | $1,614 | $5,315-69.6% | $4,675-65.5% | $4,663-65.4% |
| Participant deferral / active EE | $8,654 | $6,467+33.8% | $5,631+53.7% | $6,689+29.4% |
| Admin fee / account holder | $7,615 | $19,275-60.5% | $15,885-52.1% | $13,390-43.1% |