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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 | $156,398-19.8% | $147,318-14.9% | $138,895-9.7% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 9.87% | 78.75%-68.9pp | 70.43%-60.6pp | 145.39%-135.5pp |
| Employer contribution / active EE | $3,031 | $4,853-37.6% | $4,593-34.0% | $4,194-27.7% |
| Participant deferral / active EE | $8,792 | $8,237+6.7% | $7,906+11.2% | $6,396+37.5% |
| Admin fee / account holder | $17,125 | $14,976+14.4% | $13,708+24.9% | $12,562+36.3% |