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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 | $173,089 | $73,421+135.7% | $66,439+160.5% | $155,188+11.5% |
| Participation rate | 62.5% | 79.7%-17.2pp | 74.5%-12.0pp | 80.8%-18.3pp |
| Annual return | 7.42% | 1382.37%-1375.0pp | 757.66%-750.2pp | 148.84%-141.4pp |
| Employer contribution / active EE | $4,730 | $3,039+55.6% | $2,637+79.4% | $4,248+11.3% |
| Participant deferral / active EE | $17,031 | $4,680+263.9% | $3,876+339.4% | $6,531+160.8% |
| Admin fee / account holder | $14,402 | $8,856+62.6% | $6,173+133.3% | $14,480-0.5% |