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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 | $217,369 | $115,814+87.7% | $101,275+114.6% | $158,982+36.7% |
| Participation rate | 66.7% | 79.4%-12.7pp | 75.8%-9.1pp | 82.0%-15.3pp |
| Annual return | 0.19% | 56.16%-56.0pp | 46.48%-46.3pp | 302.99%-302.8pp |
| Employer contribution / active EE | $5,331 | $4,176+27.7% | $3,660+45.7% | $4,763+11.9% |
| Participant deferral / active EE | $13,795 | $4,958+178.2% | $4,371+215.6% | $5,983+130.6% |
| Admin fee / account holder | $332 | $7,249-95.4% | $5,948-94.4% | $11,252-97.0% |