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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 | $168,381 | $185,312-9.1% | $161,489+4.3% | $154,746+8.8% |
| Participation rate | 45.5% | 82.5%-37.0pp | 78.7%-33.2pp | 80.7%-35.2pp |
| Annual return | 8.29% | 103.84%-95.5pp | 89.72%-81.4pp | 172.34%-164.0pp |
| Employer contribution / active EE | $1,098 | $4,769-77.0% | $4,268-74.3% | $4,379-74.9% |
| Participant deferral / active EE | $6,021 | $6,350-5.2% | $5,630+6.9% | $6,730-10.5% |
| Admin fee / account holder | $65,669 | $18,654+252.0% | $16,006+310.3% | $14,365+357.1% |