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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 | $185,312-18.8% | $161,489-6.8% | $154,746-2.7% |
| Participation rate | 61.1% | 82.5%-21.4pp | 78.7%-17.6pp | 80.7%-19.6pp |
| Annual return | 6.81% | 103.84%-97.0pp | 89.72%-82.9pp | 172.34%-165.5pp |
| Employer contribution / active EE | $8,090 | $4,769+69.6% | $4,268+89.5% | $4,379+84.8% |
| Participant deferral / active EE | $6,147 | $6,350-3.2% | $5,630+9.2% | $6,730-8.7% |
| Admin fee / account holder | $1,143 | $18,654-93.9% | $16,006-92.9% | $14,365-92.0% |