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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 | $155,555+1.0% | $146,866+7.0% | $155,188+1.2% |
| Participation rate | 69.6% | 84.0%-14.4pp | 82.5%-12.9pp | 80.8%-11.2pp |
| Annual return | 8.79% | 115.41%-106.6pp | 102.85%-94.1pp | 148.84%-140.1pp |
| Employer contribution / active EE | $3,102 | $4,647-33.2% | $4,425-29.9% | $4,248-27.0% |
| Participant deferral / active EE | $6,606 | $8,044-17.9% | $7,759-14.9% | $6,531+1.1% |
| Admin fee / account holder | $2,669 | $14,755-81.9% | $13,620-80.4% | $14,480-81.6% |