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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 | $167,182 | $154,228+8.4% | $145,433+15.0% | $137,256+21.8% |
| Participation rate | 0.0% | 83.8%-83.8pp | 82.1%-82.1pp | 80.0%-80.0pp |
| Annual return | 8.90% | 74.59%-65.7pp | 66.58%-57.7pp | 220.34%-211.4pp |
| Employer contribution / active EE | $3,144 | $4,804-34.6% | $4,554-31.0% | $4,156-24.3% |
| Participant deferral / active EE | $11,685 | $8,216+42.2% | $7,897+48.0% | $6,407+82.4% |
| Admin fee / account holder | $1,542 | $14,344-89.3% | $13,129-88.3% | $12,270-87.4% |