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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 | $249,258 | $111,535+123.5% | $105,223+136.9% | $137,256+81.6% |
| Participation rate | 69.2% | 78.1%-8.9pp | 75.0%-5.8pp | 80.0%-10.7pp |
| Annual return | 10.44% | 237.85%-227.4pp | 180.65%-170.2pp | 220.34%-209.9pp |
| Employer contribution / active EE | $2,330 | $3,939-40.9% | $3,689-36.8% | $4,156-43.9% |
| Participant deferral / active EE | $6,585 | $5,500+19.7% | $5,072+29.8% | $6,407+2.8% |
| Admin fee / account holder | $193,293 | $9,721+1888.3% | $8,859+2081.9% | $12,270+1475.3% |