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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 | $163,372 | $175,231-6.8% | $149,696+9.1% | $139,466+17.1% |
| Participation rate | 66.7% | 83.4%-16.7pp | 78.8%-12.1pp | 80.3%-13.7pp |
| Annual return | 5.32% | 166.77%-161.4pp | 134.46%-129.1pp | 373.66%-368.3pp |
| Employer contribution / active EE | $10,589 | $5,478+93.3% | $4,821+119.7% | $4,754+122.7% |
| Participant deferral / active EE | $11,712 | $6,521+79.6% | $5,682+106.1% | $6,712+74.5% |
| Admin fee / account holder | $1,835 | $16,155-88.6% | $13,212-86.1% | $11,409-83.9% |