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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 | $170,565 | $178,174-4.3% | $156,181+9.2% | $137,256+24.3% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.8%-20.5pp | 80.0%-21.6pp |
| Annual return | 9.37% | 84.19%-74.8pp | 64.87%-55.5pp | 220.34%-211.0pp |
| Employer contribution / active EE | $3,559 | $4,972-28.4% | $4,294-17.1% | $4,156-14.4% |
| Participant deferral / active EE | $6,941 | $6,888+0.8% | $6,132+13.2% | $6,407+8.3% |
| Admin fee / account holder | $15,165 | $17,404-12.9% | $14,586+4.0% | $12,270+23.6% |