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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 | $198,451 | $148,629+33.5% | $135,982+45.9% | $139,487+42.3% |
| Participation rate | 66.7% | 83.9%-17.2pp | 81.9%-15.3pp | 80.3%-13.7pp |
| Annual return | 2.92% | 79.33%-76.4pp | 68.32%-65.4pp | 373.84%-370.9pp |
| Employer contribution / active EE | $2,779 | $5,247-47.0% | $4,859-42.8% | $4,755-41.6% |
| Participant deferral / active EE | $6,279 | $8,102-22.5% | $7,760-19.1% | $6,713-6.5% |
| Admin fee / account holder | $2,158 | $12,406-82.6% | $10,767-80.0% | $11,407-81.1% |