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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 | $197,707 | $223,823-11.7% | $211,142-6.4% | $154,746+27.8% |
| Participation rate | 66.7% | 87.9%-21.2pp | 87.3%-20.6pp | 80.7%-14.0pp |
| Annual return | 7.58% | 50.39%-42.8pp | 46.84%-39.3pp | 172.34%-164.8pp |
| Employer contribution / active EE | $7,500 | $6,787+10.5% | $6,442+16.4% | $4,379+71.3% |
| Participant deferral / active EE | $10,333 | $9,750+6.0% | $9,284+11.3% | $6,730+53.5% |
| Admin fee / account holder | $1,639 | $19,707-91.7% | $19,076-91.4% | $14,365-88.6% |