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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 | $194,185 | $166,268+16.8% | $165,100+17.6% | $145,897+33.1% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 7.87% | 100.52%-92.6pp | 70.21%-62.3pp | 552.29%-544.4pp |
| Employer contribution / active EE | $2,847 | $5,284-46.1% | $4,348-34.5% | $4,663-39.0% |
| Participant deferral / active EE | $7,887 | $6,964+13.2% | $6,035+30.7% | $6,689+17.9% |
| Admin fee / account holder | $4,215 | $16,659-74.7% | $12,696-66.8% | $13,390-68.5% |