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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 | $183,054 | $162,136+12.9% | $152,301+20.2% | $154,746+18.3% |
| Participation rate | 50.0% | 84.1%-34.1pp | 82.4%-32.4pp | 80.7%-30.7pp |
| Annual return | 11.33% | 91.02%-79.7pp | 80.50%-69.2pp | 172.34%-161.0pp |
| Employer contribution / active EE | $13,988 | $4,890+186.0% | $4,624+202.5% | $4,379+219.4% |
| Participant deferral / active EE | $4,728 | $8,341-43.3% | $8,004-40.9% | $6,730-29.8% |
| Admin fee / account holder | $16,358 | $15,759+3.8% | $14,398+13.6% | $14,365+13.9% |