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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 | $164,677 | $154,228+6.8% | $145,433+13.2% | $137,256+20.0% |
| Participation rate | 55.6% | 83.8%-28.2pp | 82.1%-26.6pp | 80.0%-24.4pp |
| Annual return | 12.28% | 74.59%-62.3pp | 66.58%-54.3pp | 220.34%-208.1pp |
| Employer contribution / active EE | $1,531 | $4,804-68.1% | $4,554-66.4% | $4,156-63.2% |
| Participant deferral / active EE | $2,924 | $8,216-64.4% | $7,897-63.0% | $6,407-54.4% |
| Admin fee / account holder | $9,492 | $14,344-33.8% | $13,129-27.7% | $12,270-22.6% |