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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 | $149,473 | $108,942+37.2% | $100,415+48.9% | $145,897+2.5% |
| Participation rate | 60.0% | 83.0%-23.0pp | 81.5%-21.5pp | 80.3%-20.3pp |
| Annual return | 9.65% | 58.27%-48.6pp | 49.47%-39.8pp | 552.29%-542.6pp |
| Employer contribution / active EE | $4,611 | $4,422+4.3% | $3,943+16.9% | $4,663-1.1% |
| Participant deferral / active EE | $8,781 | $8,461+3.8% | $8,091+8.5% | $6,689+31.3% |
| Admin fee / account holder | $1,715 | $9,702-82.3% | $7,906-78.3% | $13,390-87.2% |