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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 | $114,169 | $183,539-37.8% | $155,556-26.6% | $145,897-21.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 8.59% | 61.31%-52.7pp | 64.84%-56.2pp | 552.29%-543.7pp |
| Employer contribution / active EE | $3,331 | $5,315-37.3% | $4,675-28.8% | $4,663-28.6% |
| Participant deferral / active EE | $7,307 | $6,467+13.0% | $5,631+29.8% | $6,689+9.2% |
| Admin fee / account holder | $1,022 | $19,275-94.7% | $15,885-93.6% | $13,390-92.4% |