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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 | $163,829 | $148,629+10.2% | $135,982+20.5% | $139,487+17.5% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 10.21% | 79.33%-69.1pp | 68.32%-58.1pp | 373.84%-363.6pp |
| Employer contribution / active EE | $7,794 | $5,247+48.6% | $4,859+60.4% | $4,755+63.9% |
| Participant deferral / active EE | $19,127 | $8,102+136.1% | $7,760+146.5% | $6,713+184.9% |
| Admin fee / account holder | $1,465 | $12,406-88.2% | $10,767-86.4% | $11,407-87.2% |