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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 | $152,272 | $181,062-15.9% | $158,223-3.8% | $155,188-1.9% |
| Participation rate | 66.7% | 82.7%-16.0pp | 79.2%-12.5pp | 80.8%-14.1pp |
| Annual return | 7.57% | 57.39%-49.8pp | 52.09%-44.5pp | 148.84%-141.3pp |
| Employer contribution / active EE | $3,070 | $4,565-32.7% | $4,109-25.3% | $4,248-27.7% |
| Participant deferral / active EE | $5,030 | $6,134-18.0% | $5,467-8.0% | $6,531-23.0% |
| Admin fee / account holder | $6,347 | $18,825-66.3% | $16,047-60.4% | $14,480-56.2% |