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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 | $162,136-0.9% | $152,301+5.5% | $154,746+3.9% |
| Participation rate | 28.6% | 84.1%-55.5pp | 82.4%-53.9pp | 80.7%-52.1pp |
| Annual return | 7.39% | 91.02%-83.6pp | 80.50%-73.1pp | 172.34%-164.9pp |
| Employer contribution / active EE | $3,890 | $4,890-20.5% | $4,624-15.9% | $4,379-11.2% |
| Participant deferral / active EE | $5,634 | $8,341-32.5% | $8,004-29.6% | $6,730-16.3% |
| Admin fee / account holder | $3,887 | $15,759-75.3% | $14,398-73.0% | $14,365-72.9% |