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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 | $170,682 | $183,627-7.0% | $155,602+9.7% | $145,978+16.9% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.71% | 61.32%-52.6pp | 64.81%-56.1pp | 550.52%-541.8pp |
| Employer contribution / active EE | $1,569 | $5,316-70.5% | $4,675-66.4% | $4,662-66.4% |
| Participant deferral / active EE | $2,877 | $6,466-55.5% | $5,629-48.9% | $6,690-57.0% |
| Admin fee / account holder | $1,911 | $19,327-90.1% | $15,923-88.0% | $13,400-85.7% |