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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 | $151,962 | $148,623+2.2% | $135,974+11.8% | $139,466+9.0% |
| Participation rate | 42.9% | 83.9%-41.0pp | 81.9%-39.1pp | 80.3%-37.5pp |
| Annual return | 8.34% | 79.30%-71.0pp | 68.30%-60.0pp | 373.66%-365.3pp |
| Employer contribution / active EE | $1,114 | $5,246-78.8% | $4,859-77.1% | $4,754-76.6% |
| Participant deferral / active EE | $9,346 | $8,103+15.3% | $7,760+20.4% | $6,712+39.2% |
| Admin fee / account holder | $1,868 | $12,406-84.9% | $10,767-82.6% | $11,409-83.6% |