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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 | $182,297 | $154,228+18.2% | $145,433+25.3% | $137,256+32.8% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 6.46% | 74.59%-68.1pp | 66.58%-60.1pp | 220.34%-213.9pp |
| Employer contribution / active EE | $4,237 | $4,804-11.8% | $4,554-7.0% | $4,156+1.9% |
| Participant deferral / active EE | $21,935 | $8,216+167.0% | $7,897+177.8% | $6,407+242.4% |
| Admin fee / account holder | $13,611 | $14,344-5.1% | $13,129+3.7% | $12,270+10.9% |