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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 | $223,374 | $178,174+25.4% | $156,181+43.0% | $137,256+62.7% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.8%-12.2pp | 80.0%-13.3pp |
| Annual return | 8.99% | 84.19%-75.2pp | 64.87%-55.9pp | 220.34%-211.3pp |
| Employer contribution / active EE | $2,202 | $4,972-55.7% | $4,294-48.7% | $4,156-47.0% |
| Participant deferral / active EE | $8,995 | $6,888+30.6% | $6,132+46.7% | $6,407+40.4% |
| Admin fee / account holder | $1,708 | $17,404-90.2% | $14,586-88.3% | $12,270-86.1% |