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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 | $164,013 | $156,398+4.9% | $147,318+11.3% | $138,895+18.1% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 10.05% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,604 | $4,853-66.9% | $4,593-65.1% | $4,194-61.8% |
| Participant deferral / active EE | $6,869 | $8,237-16.6% | $7,906-13.1% | $6,396+7.4% |
| Admin fee / account holder | $2,414 | $14,976-83.9% | $13,708-82.4% | $12,562-80.8% |