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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 | $153,239 | $155,555-1.5% | $146,866+4.3% | $155,188-1.3% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.5%-39.7pp | 80.8%-37.9pp |
| Annual return | 6.60% | 115.41%-108.8pp | 102.85%-96.3pp | 148.84%-142.2pp |
| Employer contribution / active EE | $2,324 | $4,647-50.0% | $4,425-47.5% | $4,248-45.3% |
| Participant deferral / active EE | $5,079 | $8,044-36.9% | $7,759-34.5% | $6,531-22.2% |
| Admin fee / account holder | $24,385 | $14,755+65.3% | $13,620+79.0% | $14,480+68.4% |