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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 | $162,435 | $162,136+0.2% | $152,301+6.7% | $154,746+5.0% |
| Participation rate | 42.9% | 84.1%-41.2pp | 82.4%-39.6pp | 80.7%-37.8pp |
| Annual return | 7.91% | 91.02%-83.1pp | 80.50%-72.6pp | 172.34%-164.4pp |
| Employer contribution / active EE | $2,125 | $4,890-56.6% | $4,624-54.1% | $4,379-51.5% |
| Participant deferral / active EE | $7,777 | $8,341-6.8% | $8,004-2.8% | $6,730+15.5% |
| Admin fee / account holder | $4,962 | $15,759-68.5% | $14,398-65.5% | $14,365-65.5% |