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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 | $144,802 | $201,372-28.1% | $184,260-21.4% | $145,884-0.7% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 5.88% | 29.04%-23.2pp | 28.84%-23.0pp | 551.85%-546.0pp |
| Employer contribution / active EE | $1,484 | $7,024-78.9% | $6,427-76.9% | $4,662-68.2% |
| Participant deferral / active EE | $7,667 | $9,808-21.8% | $9,133-16.1% | $6,690+14.6% |
| Admin fee / account holder | $5,886 | $16,362-64.0% | $13,898-57.6% | $13,392-56.0% |