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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 | $207,040 | $217,432-4.8% | $185,851+11.4% | $167,553+23.6% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 7.97% | 148.43%-140.5pp | 122.11%-114.1pp | 478.89%-470.9pp |
| Employer contribution / active EE | $2,719 | $5,874-53.7% | $5,168-47.4% | $4,840-43.8% |
| Participant deferral / active EE | $7,921 | $6,357+24.6% | $5,569+42.3% | $6,343+24.9% |
| Admin fee / account holder | $1,538 | $19,820-92.2% | $16,245-90.5% | $12,316-87.5% |