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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 | $185,116 | $100,203+84.7% | $85,240+117.2% | $145,897+26.9% |
| Participation rate | 61.9% | 74.1%-12.2pp | 67.5%-5.6pp | 80.3%-18.4pp |
| Annual return | 7.39% | 84.28%-76.9pp | 66.75%-59.4pp | 552.29%-544.9pp |
| Employer contribution / active EE | $2,467 | $3,242-23.9% | $2,735-9.8% | $4,663-47.1% |
| Participant deferral / active EE | $7,545 | $5,299+42.4% | $4,527+66.7% | $6,689+12.8% |
| Admin fee / account holder | $2,111 | $7,265-70.9% | $6,165-65.8% | $13,390-84.2% |