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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 | $198,340 | $183,516+8.1% | $155,534+27.5% | $145,884+36.0% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 5.84% | 61.43%-55.6pp | 64.92%-59.1pp | 551.85%-546.0pp |
| Employer contribution / active EE | $12,617 | $5,315+137.4% | $4,675+169.9% | $4,662+170.6% |
| Participant deferral / active EE | $9,717 | $6,467+50.3% | $5,630+72.6% | $6,690+45.2% |
| Admin fee / account holder | $5,088 | $19,293-73.6% | $15,900-68.0% | $13,392-62.0% |