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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 | $174,569 | $172,111+1.4% | $150,298+16.1% | $137,256+27.2% |
| Participation rate | 55.6% | 81.7%-26.2pp | 77.8%-22.2pp | 80.0%-24.4pp |
| Annual return | 10.70% | 69.37%-58.7pp | 62.79%-52.1pp | 220.34%-209.6pp |
| Employer contribution / active EE | $3,429 | $4,636-26.0% | $4,154-17.5% | $4,156-17.5% |
| Participant deferral / active EE | $10,144 | $6,166+64.5% | $5,453+86.0% | $6,407+58.3% |
| Admin fee / account holder | $75,334 | $16,471+357.4% | $14,116+433.7% | $12,270+514.0% |