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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 | $162,014 | $156,398+3.6% | $147,318+10.0% | $138,895+16.6% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 79.9%-29.9pp |
| Annual return | 11.70% | 78.75%-67.1pp | 70.43%-58.7pp | 145.39%-133.7pp |
| Employer contribution / active EE | $2,364 | $4,853-51.3% | $4,593-48.5% | $4,194-43.6% |
| Participant deferral / active EE | $4,785 | $8,237-41.9% | $7,906-39.5% | $6,396-25.2% |
| Admin fee / account holder | $18,647 | $14,976+24.5% | $13,708+36.0% | $12,562+48.4% |