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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 | $212,980 | $209,336+1.7% | $197,124+8.0% | $137,256+55.2% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 11.46% | 48.09%-36.6pp | 44.34%-32.9pp | 220.34%-208.9pp |
| Employer contribution / active EE | $11,614 | $6,591+76.2% | $6,227+86.5% | $4,156+179.4% |
| Participant deferral / active EE | $5,830 | $9,614-39.4% | $9,135-36.2% | $6,407-9.0% |
| Admin fee / account holder | $1,706 | $17,308-90.1% | $16,298-89.5% | $12,270-86.1% |