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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 | $168,355 | $174,379-3.5% | $152,093+10.7% | $138,895+21.2% |
| Participation rate | 40.0% | 81.6%-41.6pp | 77.8%-37.8pp | 79.9%-39.9pp |
| Annual return | 5.08% | 74.86%-69.8pp | 66.36%-61.3pp | 145.39%-140.3pp |
| Employer contribution / active EE | $977 | $4,652-79.0% | $4,175-76.6% | $4,194-76.7% |
| Participant deferral / active EE | $3,706 | $6,159-39.8% | $5,451-32.0% | $6,396-42.1% |
| Admin fee / account holder | $2,769 | $16,880-83.6% | $14,497-80.9% | $12,562-78.0% |