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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 | $131,077 | $156,398-16.2% | $147,318-11.0% | $138,895-5.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.57% | 78.75%-67.2pp | 70.43%-58.9pp | 145.39%-133.8pp |
| Employer contribution / active EE | $6,029 | $4,853+24.2% | $4,593+31.3% | $4,194+43.7% |
| Participant deferral / active EE | $12,376 | $8,237+50.2% | $7,906+56.5% | $6,396+93.5% |
| Admin fee / account holder | $14,711 | $14,976-1.8% | $13,708+7.3% | $12,562+17.1% |