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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 | $174,379+0.1% | $152,093+14.8% | $138,895+25.7% |
| Participation rate | 55.6% | 81.6%-26.1pp | 77.8%-22.2pp | 79.9%-24.4pp |
| Annual return | 10.70% | 74.86%-64.2pp | 66.36%-55.7pp | 145.39%-134.7pp |
| Employer contribution / active EE | $3,429 | $4,652-26.3% | $4,175-17.9% | $4,194-18.2% |
| Participant deferral / active EE | $10,144 | $6,159+64.7% | $5,451+86.1% | $6,396+58.6% |
| Admin fee / account holder | $75,334 | $16,880+346.3% | $14,497+419.7% | $12,562+499.7% |