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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 | $129,719 | $162,136-20.0% | $152,301-14.8% | $154,746-16.2% |
| Participation rate | 63.6% | 84.1%-20.5pp | 82.4%-18.8pp | 80.7%-17.1pp |
| Annual return | 11.13% | 91.02%-79.9pp | 80.50%-69.4pp | 172.34%-161.2pp |
| Employer contribution / active EE | $4,639 | $4,890-5.1% | $4,624+0.3% | $4,379+5.9% |
| Participant deferral / active EE | $7,864 | $8,341-5.7% | $8,004-1.7% | $6,730+16.8% |
| Admin fee / account holder | $1,600 | $15,759-89.8% | $14,398-88.9% | $14,365-88.9% |