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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 | $194,825 | $111,535+74.7% | $105,223+85.2% | $137,256+41.9% |
| Participation rate | 56.5% | 78.1%-21.6pp | 75.0%-18.5pp | 80.0%-23.4pp |
| Annual return | 9.74% | 237.85%-228.1pp | 180.65%-170.9pp | 220.34%-210.6pp |
| Employer contribution / active EE | $1,627 | $3,939-58.7% | $3,689-55.9% | $4,156-60.9% |
| Participant deferral / active EE | $6,724 | $5,500+22.3% | $5,072+32.6% | $6,407+4.9% |
| Admin fee / account holder | $4,192 | $9,721-56.9% | $8,859-52.7% | $12,270-65.8% |