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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 | $207,493 | $156,398+32.7% | $147,318+40.8% | $138,895+49.4% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | 1.27% | 78.75%-77.5pp | 70.43%-69.2pp | 145.39%-144.1pp |
| Employer contribution / active EE | $3,861 | $4,853-20.4% | $4,593-15.9% | $4,194-7.9% |
| Participant deferral / active EE | $11,091 | $8,237+34.6% | $7,906+40.3% | $6,396+73.4% |
| Admin fee / account holder | $3,985 | $14,976-73.4% | $13,708-70.9% | $12,562-68.3% |