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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 | $176,478 | $172,111+2.5% | $150,298+17.4% | $137,256+28.6% |
| Participation rate | 47.4% | 81.7%-34.3pp | 77.8%-30.4pp | 80.0%-32.6pp |
| Annual return | 6.24% | 69.37%-63.1pp | 62.79%-56.5pp | 220.34%-214.1pp |
| Employer contribution / active EE | $1,248 | $4,636-73.1% | $4,154-70.0% | $4,156-70.0% |
| Participant deferral / active EE | $3,610 | $6,166-41.5% | $5,453-33.8% | $6,407-43.7% |
| Admin fee / account holder | $1,952 | $16,471-88.2% | $14,116-86.2% | $12,270-84.1% |