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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 | $130,169 | $154,228-15.6% | $145,433-10.5% | $137,256-5.2% |
| Participation rate | 61.1% | 83.8%-22.7pp | 82.1%-21.0pp | 80.0%-18.8pp |
| Annual return | 8.56% | 74.59%-66.0pp | 66.58%-58.0pp | 220.34%-211.8pp |
| Employer contribution / active EE | $7,677 | $4,804+59.8% | $4,554+68.6% | $4,156+84.7% |
| Participant deferral / active EE | $9,656 | $8,216+17.5% | $7,897+22.3% | $6,407+50.7% |
| Admin fee / account holder | $641 | $14,344-95.5% | $13,129-95.1% | $12,270-94.8% |