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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 | $179,732 | $156,398+14.9% | $147,318+22.0% | $138,895+29.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 3.81% | 78.75%-74.9pp | 70.43%-66.6pp | 145.39%-141.6pp |
| Employer contribution / active EE | $2,151 | $4,853-55.7% | $4,593-53.2% | $4,194-48.7% |
| Participant deferral / active EE | $11,306 | $8,237+37.2% | $7,906+43.0% | $6,396+76.8% |
| Admin fee / account holder | $20,040 | $14,976+33.8% | $13,708+46.2% | $12,562+59.5% |