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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 | $160,717 | $154,228+4.2% | $145,433+10.5% | $137,256+17.1% |
| Participation rate | 28.6% | 83.8%-55.2pp | 82.1%-53.5pp | 80.0%-51.4pp |
| Annual return | 7.39% | 74.59%-67.2pp | 66.58%-59.2pp | 220.34%-212.9pp |
| Employer contribution / active EE | $3,890 | $4,804-19.0% | $4,554-14.6% | $4,156-6.4% |
| Participant deferral / active EE | $5,634 | $8,216-31.4% | $7,897-28.7% | $6,407-12.1% |
| Admin fee / account holder | $3,887 | $14,344-72.9% | $13,129-70.4% | $12,270-68.3% |