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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 | $99,921+85.3% | $85,009+117.8% | $145,959+26.8% |
| Participation rate | 61.9% | 74.1%-12.2pp | 67.5%-5.6pp | 80.3%-18.4pp |
| Annual return | 7.39% | 83.89%-76.5pp | 66.47%-59.1pp | 561.95%-554.6pp |
| Employer contribution / active EE | $2,467 | $3,233-23.7% | $2,728-9.6% | $4,661-47.1% |
| Participant deferral / active EE | $7,545 | $5,293+42.6% | $4,522+66.9% | $6,689+12.8% |
| Admin fee / account holder | $2,111 | $7,252-70.9% | $6,153-65.7% | $13,398-84.2% |