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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 | $157,128 | $156,398+0.5% | $147,318+6.7% | $138,895+13.1% |
| Participation rate | 69.6% | 83.8%-14.2pp | 82.1%-12.5pp | 79.9%-10.4pp |
| Annual return | 8.79% | 78.75%-70.0pp | 70.43%-61.6pp | 145.39%-136.6pp |
| Employer contribution / active EE | $3,102 | $4,853-36.1% | $4,593-32.5% | $4,194-26.0% |
| Participant deferral / active EE | $6,606 | $8,237-19.8% | $7,906-16.4% | $6,396+3.3% |
| Admin fee / account holder | $2,669 | $14,976-82.2% | $13,708-80.5% | $12,562-78.8% |