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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 | $210,646 | $72,071+192.3% | $68,368+208.1% | $137,256+53.5% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 7.71% | 353.14%-345.4pp | 292.57%-284.9pp | 220.34%-212.6pp |
| Employer contribution / active EE | $4,854 | $2,788+74.1% | $2,649+83.2% | $4,156+16.8% |
| Participant deferral / active EE | $14,300 | $4,410+224.3% | $4,123+246.9% | $6,407+123.2% |
| Admin fee / account holder | $3,075 | $5,336-42.4% | $5,150-40.3% | $12,270-74.9% |