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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 | $159,950 | $183,516-12.8% | $155,534+2.8% | $145,884+9.6% |
| Participation rate | 28.6% | 82.7%-54.1pp | 78.2%-49.6pp | 80.3%-51.7pp |
| Annual return | 7.96% | 61.43%-53.5pp | 64.92%-57.0pp | 551.85%-543.9pp |
| Employer contribution / active EE | $1,638 | $5,315-69.2% | $4,675-65.0% | $4,662-64.9% |
| Participant deferral / active EE | $8,714 | $6,467+34.8% | $5,630+54.8% | $6,690+30.3% |
| Admin fee / account holder | $1,396 | $19,293-92.8% | $15,900-91.2% | $13,392-89.6% |