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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 | $172,944 | $162,136+6.7% | $152,301+13.6% | $154,746+11.8% |
| Participation rate | 69.2% | 84.1%-14.9pp | 82.4%-13.2pp | 80.7%-11.5pp |
| Annual return | 10.61% | 91.02%-80.4pp | 80.50%-69.9pp | 172.34%-161.7pp |
| Employer contribution / active EE | $0 | $4,890-100.0% | $4,624-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $10,712 | $8,341+28.4% | $8,004+33.8% | $6,730+59.2% |
| Admin fee / account holder | $54,943 | $15,759+248.6% | $14,398+281.6% | $14,365+282.5% |