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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 | $221,509 | $99,921+121.7% | $85,009+160.6% | $145,959+51.8% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.59% | 83.89%-77.3pp | 66.47%-59.9pp | 561.95%-555.4pp |
| Employer contribution / active EE | $2,593 | $3,233-19.8% | $2,728-5.0% | $4,661-44.4% |
| Participant deferral / active EE | $5,555 | $5,293+5.0% | $4,522+22.9% | $6,689-16.9% |
| Admin fee / account holder | $1,798 | $7,252-75.2% | $6,153-70.8% | $13,398-86.6% |