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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 | $153,410 | $154,228-0.5% | $145,433+5.5% | $137,256+11.8% |
| Participation rate | 62.5% | 83.8%-21.3pp | 82.1%-19.6pp | 80.0%-17.5pp |
| Annual return | 11.52% | 74.59%-63.1pp | 66.58%-55.1pp | 220.34%-208.8pp |
| Employer contribution / active EE | $2,141 | $4,804-55.4% | $4,554-53.0% | $4,156-48.5% |
| Participant deferral / active EE | $4,612 | $8,216-43.9% | $7,897-41.6% | $6,407-28.0% |
| Admin fee / account holder | $871 | $14,344-93.9% | $13,129-93.4% | $12,270-92.9% |