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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 | $154,421 | $148,629+3.9% | $135,982+13.6% | $139,487+10.7% |
| Participation rate | 40.0% | 83.9%-43.9pp | 81.9%-41.9pp | 80.3%-40.3pp |
| Annual return | 10.58% | 79.33%-68.7pp | 68.32%-57.7pp | 373.84%-363.3pp |
| Employer contribution / active EE | $5,129 | $5,247-2.2% | $4,859+5.6% | $4,755+7.9% |
| Participant deferral / active EE | $6,230 | $8,102-23.1% | $7,760-19.7% | $6,713-7.2% |
| Admin fee / account holder | $1,275 | $12,406-89.7% | $10,767-88.2% | $11,407-88.8% |