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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 | $154,098 | $111,535+38.2% | $105,223+46.4% | $137,256+12.3% |
| Participation rate | 66.7% | 78.1%-11.4pp | 75.0%-8.4pp | 80.0%-13.3pp |
| Annual return | 10.18% | 237.85%-227.7pp | 180.65%-170.5pp | 220.34%-210.2pp |
| Employer contribution / active EE | $3,691 | $3,939-6.3% | $3,689+0.1% | $4,156-11.2% |
| Participant deferral / active EE | $5,076 | $5,500-7.7% | $5,072+0.1% | $6,407-20.8% |
| Admin fee / account holder | $9,101 | $9,721-6.4% | $8,859+2.7% | $12,270-25.8% |