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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 | $150,528 | $181,062-16.9% | $158,223-4.9% | $155,188-3.0% |
| Participation rate | 61.1% | 82.7%-21.5pp | 79.2%-18.1pp | 80.8%-19.7pp |
| Annual return | 6.81% | 57.39%-50.6pp | 52.09%-45.3pp | 148.84%-142.0pp |
| Employer contribution / active EE | $8,090 | $4,565+77.2% | $4,109+96.9% | $4,248+90.5% |
| Participant deferral / active EE | $6,147 | $6,134+0.2% | $5,467+12.4% | $6,531-5.9% |
| Admin fee / account holder | $1,143 | $18,825-93.9% | $16,047-92.9% | $14,480-92.1% |