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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 | $190,616 | $110,410+72.6% | $102,437+86.1% | $145,897+30.7% |
| Participation rate | 66.7% | 77.9%-11.3pp | 74.5%-7.8pp | 80.3%-13.6pp |
| Annual return | 8.52% | 24.85%-16.3pp | 24.95%-16.4pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,622 | $4,217-37.8% | $3,871-32.3% | $4,663-43.8% |
| Participant deferral / active EE | $20,500 | $5,622+264.7% | $5,060+305.1% | $6,689+206.5% |
| Admin fee / account holder | $33,951 | $9,745+248.4% | $8,388+304.8% | $13,390+153.5% |