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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 | $100,139+121.2% | $85,187+160.0% | $145,884+51.8% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 6.59% | 84.15%-77.6pp | 66.67%-60.1pp | 551.85%-545.3pp |
| Employer contribution / active EE | $2,593 | $3,238-19.9% | $2,732-5.1% | $4,662-44.4% |
| Participant deferral / active EE | $5,555 | $5,296+4.9% | $4,525+22.8% | $6,690-17.0% |
| Admin fee / account holder | $1,798 | $7,262-75.2% | $6,162-70.8% | $13,392-86.6% |