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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 | $238,203 | $209,336+13.8% | $197,124+20.8% | $137,256+73.5% |
| Participation rate | 66.7% | 87.3%-20.6pp | 86.7%-20.0pp | 80.0%-13.3pp |
| Annual return | 10.91% | 48.09%-37.2pp | 44.34%-33.4pp | 220.34%-209.4pp |
| Employer contribution / active EE | $1,820 | $6,591-72.4% | $6,227-70.8% | $4,156-56.2% |
| Participant deferral / active EE | $3,066 | $9,614-68.1% | $9,135-66.4% | $6,407-52.2% |
| Admin fee / account holder | $701 | $17,308-95.9% | $16,298-95.7% | $12,270-94.3% |