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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 | $167,204 | $201,370-17.0% | $184,256-9.3% | $145,897+14.6% |
| Participation rate | 66.7% | 87.5%-20.8pp | 86.8%-20.2pp | 80.3%-13.6pp |
| Annual return | 6.50% | 29.05%-22.5pp | 28.85%-22.3pp | 552.29%-545.8pp |
| Employer contribution / active EE | $7,500 | $7,024+6.8% | $6,427+16.7% | $4,663+60.9% |
| Participant deferral / active EE | $10,167 | $9,808+3.7% | $9,133+11.3% | $6,689+52.0% |
| Admin fee / account holder | $1,383 | $16,364-91.5% | $13,899-90.0% | $13,390-89.7% |