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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 | $212,429 | $209,336+1.5% | $197,124+7.8% | $137,256+54.8% |
| Participation rate | 40.0% | 87.3%-47.3pp | 86.7%-46.7pp | 80.0%-40.0pp |
| Annual return | 5.42% | 48.09%-42.7pp | 44.34%-38.9pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,941 | $6,591-70.5% | $6,227-68.8% | $4,156-53.3% |
| Participant deferral / active EE | $7,280 | $9,614-24.3% | $9,135-20.3% | $6,407+13.6% |
| Admin fee / account holder | $2,255 | $17,308-87.0% | $16,298-86.2% | $12,270-81.6% |