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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 | $216,869 | $101,618+113.4% | $93,063+133.0% | $137,256+58.0% |
| Participation rate | 66.7% | 74.9%-8.3pp | 72.1%-5.4pp | 80.0%-13.3pp |
| Annual return | 10.13% | 223.95%-213.8pp | 34.15%-24.0pp | 220.34%-210.2pp |
| Employer contribution / active EE | $2,440 | $2,707-9.9% | $2,476-1.4% | $4,156-41.3% |
| Participant deferral / active EE | $3,629 | $4,279-15.2% | $3,958-8.3% | $6,407-43.4% |
| Admin fee / account holder | $84,186 | $6,198+1258.2% | $6,033+1295.4% | $12,270+586.1% |