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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 | $154,679 | $154,228+0.3% | $145,433+6.4% | $137,256+12.7% |
| Participation rate | 25.0% | 83.8%-58.8pp | 82.1%-57.1pp | 80.0%-55.0pp |
| Annual return | 11.57% | 74.59%-63.0pp | 66.58%-55.0pp | 220.34%-208.8pp |
| Employer contribution / active EE | $1,089 | $4,804-77.3% | $4,554-76.1% | $4,156-73.8% |
| Participant deferral / active EE | $2,562 | $8,216-68.8% | $7,897-67.6% | $6,407-60.0% |
| Admin fee / account holder | $622 | $14,344-95.7% | $13,129-95.3% | $12,270-94.9% |