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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 | $161,075 | $154,228+4.4% | $145,433+10.8% | $137,256+17.4% |
| Participation rate | 50.0% | 83.8%-33.8pp | 82.1%-32.1pp | 80.0%-30.0pp |
| Annual return | 12.05% | 74.59%-62.5pp | 66.58%-54.5pp | 220.34%-208.3pp |
| Employer contribution / active EE | $1,479 | $4,804-69.2% | $4,554-67.5% | $4,156-64.4% |
| Participant deferral / active EE | $7,689 | $8,216-6.4% | $7,897-2.6% | $6,407+20.0% |
| Admin fee / account holder | $1,620 | $14,344-88.7% | $13,129-87.7% | $12,270-86.8% |