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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 | $183,048 | $172,111+6.4% | $150,298+21.8% | $137,256+33.4% |
| Participation rate | 66.7% | 81.7%-15.0pp | 77.8%-11.1pp | 80.0%-13.3pp |
| Annual return | 6.50% | 69.37%-62.9pp | 62.79%-56.3pp | 220.34%-213.8pp |
| Employer contribution / active EE | $14,815 | $4,636+219.5% | $4,154+256.6% | $4,156+256.5% |
| Participant deferral / active EE | $15,520 | $6,166+151.7% | $5,453+184.6% | $6,407+142.2% |
| Admin fee / account holder | $13,818 | $16,471-16.1% | $14,116-2.1% | $12,270+12.6% |