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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 | $158,338 | $107,368+47.5% | $92,915+70.4% | $152,909+3.6% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 11.20% | 145.64%-134.4pp | 109.45%-98.2pp | 345.46%-334.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,132 | $4,848+5.9% | $4,238+21.1% | $5,851-12.3% |
| Admin fee / account holder | $67,451 | $7,082+852.4% | $5,796+1063.8% | $11,601+481.4% |