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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 | $154,228+5.0% | $145,433+11.4% | $137,256+18.0% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 11.70% | 74.59%-62.9pp | 66.58%-54.9pp | 220.34%-208.6pp |
| Employer contribution / active EE | $2,364 | $4,804-50.8% | $4,554-48.1% | $4,156-43.1% |
| Participant deferral / active EE | $4,785 | $8,216-41.8% | $7,897-39.4% | $6,407-25.3% |
| Admin fee / account holder | $18,647 | $14,344+30.0% | $13,129+42.0% | $12,270+52.0% |