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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 | $144,832 | $183,592-21.1% | $155,574-6.9% | $145,877-0.7% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 8.48% | 61.37%-52.9pp | 64.87%-56.4pp | 551.28%-542.8pp |
| Employer contribution / active EE | $2,197 | $5,317-58.7% | $4,676-53.0% | $4,663-52.9% |
| Participant deferral / active EE | $6,254 | $6,466-3.3% | $5,629+11.1% | $6,691-6.5% |
| Admin fee / account holder | $1,459 | $19,316-92.4% | $15,914-90.8% | $13,402-89.1% |