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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 | $144,630 | $102,422+41.2% | $147,117-1.7% | $80,959+78.6% |
| Participation rate | 68.0% | 75.9%-7.9pp | 82.2%-14.2pp | 67.7%+0.3pp |
| Annual return | 10.71% | 135.16%-124.4pp | 420.54%-409.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $5,231 | $3,717+40.7% | $4,932+6.1% | $2,757+89.7% |
| Participant deferral / active EE | $6,003 | $6,652-9.8% | $8,065-25.6% | $4,300+39.6% |
| Admin fee / account holder | $14,798 | $7,953+86.1% | $12,993+13.9% | $6,925+113.7% |