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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 | $125,397 | $154,228-18.7% | $145,433-13.8% | $137,256-8.6% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.5pp | 80.0%-13.3pp |
| Annual return | 9.87% | 74.59%-64.7pp | 66.58%-56.7pp | 220.34%-210.5pp |
| Employer contribution / active EE | $3,031 | $4,804-36.9% | $4,554-33.5% | $4,156-27.1% |
| Participant deferral / active EE | $8,792 | $8,216+7.0% | $7,897+11.3% | $6,407+37.2% |
| Admin fee / account holder | $17,125 | $14,344+19.4% | $13,129+30.4% | $12,270+39.6% |