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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 | $226,432 | $124,175+82.3% | $108,405+108.9% | $167,536+35.2% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 3.89% | 1380.13%-1376.2pp | 905.55%-901.7pp | 478.82%-474.9pp |
| Employer contribution / active EE | $10,355 | $4,188+147.3% | $3,559+191.0% | $4,839+114.0% |
| Participant deferral / active EE | $0 | $6,908-100.0% | $6,563-100.0% | $6,342-100.0% |
| Admin fee / account holder | $1,177 | $9,457-87.6% | $7,297-83.9% | $12,315-90.4% |