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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 | $163,040 | $148,623+9.7% | $135,974+19.9% | $139,466+16.9% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 11.53% | 79.30%-67.8pp | 68.30%-56.8pp | 373.66%-362.1pp |
| Employer contribution / active EE | $1,351 | $5,246-74.2% | $4,859-72.2% | $4,754-71.6% |
| Participant deferral / active EE | $6,888 | $8,103-15.0% | $7,760-11.2% | $6,712+2.6% |
| Admin fee / account holder | $788 | $12,406-93.6% | $10,767-92.7% | $11,409-93.1% |