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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 | $155,555+5.4% | $146,866+11.7% | $155,188+5.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.5%-32.5pp | 80.8%-30.8pp |
| Annual return | 10.05% | 115.41%-105.4pp | 102.85%-92.8pp | 148.84%-138.8pp |
| Employer contribution / active EE | $1,604 | $4,647-65.5% | $4,425-63.7% | $4,248-62.2% |
| Participant deferral / active EE | $6,869 | $8,044-14.6% | $7,759-11.5% | $6,531+5.2% |
| Admin fee / account holder | $2,414 | $14,755-83.6% | $13,620-82.3% | $14,480-83.3% |