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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 | $115,947 | $209,422-44.6% | $178,503-35.0% | $158,982-27.1% |
| Participation rate | 66.7% | 86.4%-19.7pp | 81.9%-15.3pp | 82.0%-15.3pp |
| Annual return | 5.64% | 188.81%-183.2pp | 151.12%-145.5pp | 302.99%-297.3pp |
| Employer contribution / active EE | $4,432 | $5,707-22.3% | $5,011-11.6% | $4,763-6.9% |
| Participant deferral / active EE | $7,883 | $5,955+32.4% | $5,202+51.5% | $5,983+31.8% |
| Admin fee / account holder | $1,923 | $17,079-88.7% | $13,987-86.3% | $11,252-82.9% |