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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 | $171,954 | $154,228+11.5% | $145,433+18.2% | $137,256+25.3% |
| Participation rate | 40.0% | 83.8%-43.8pp | 82.1%-42.1pp | 80.0%-40.0pp |
| Annual return | 3.97% | 74.59%-70.6pp | 66.58%-62.6pp | 220.34%-216.4pp |
| Employer contribution / active EE | $5,710 | $4,804+18.9% | $4,554+25.4% | $4,156+37.4% |
| Participant deferral / active EE | $12,390 | $8,216+50.8% | $7,897+56.9% | $6,407+93.4% |
| Admin fee / account holder | $1,121 | $14,344-92.2% | $13,129-91.5% | $12,270-90.9% |