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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 | $160,823 | $156,398+2.8% | $147,318+9.2% | $138,895+15.8% |
| Participation rate | 60.0% | 83.8%-23.8pp | 82.1%-22.1pp | 79.9%-19.9pp |
| Annual return | 9.37% | 78.75%-69.4pp | 70.43%-61.1pp | 145.39%-136.0pp |
| Employer contribution / active EE | $16,083 | $4,853+231.4% | $4,593+250.2% | $4,194+283.5% |
| Participant deferral / active EE | $15,167 | $8,237+84.1% | $7,906+91.8% | $6,396+137.1% |
| Admin fee / account holder | $5,372 | $14,976-64.1% | $13,708-60.8% | $12,562-57.2% |