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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 | $103,617 | $111,814-7.3% | $93,654+10.6% | $145,959-29.0% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 7.08% | 203.30%-196.2pp | 133.34%-126.3pp | 561.95%-554.9pp |
| Employer contribution / active EE | $8,151 | $3,092+163.7% | $2,421+236.7% | $4,661+74.9% |
| Participant deferral / active EE | $12,435 | $4,914+153.0% | $4,413+181.8% | $6,689+85.9% |
| Admin fee / account holder | $18,495 | $10,246+80.5% | $8,282+123.3% | $13,398+38.0% |