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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 | $127,289 | $156,398-18.6% | $147,318-13.6% | $138,895-8.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 10.06% | 78.75%-68.7pp | 70.43%-60.4pp | 145.39%-135.3pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $12,556 | $8,237+52.4% | $7,906+58.8% | $6,396+96.3% |
| Admin fee / account holder | $15,123 | $14,976+1.0% | $13,708+10.3% | $12,562+20.4% |