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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 | $193,997 | $166,242+16.7% | $165,071+17.5% | $145,884+33.0% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 8.29% | 100.44%-92.2pp | 70.17%-61.9pp | 551.85%-543.6pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,786 | $6,964-31.3% | $6,035-20.7% | $6,690-28.5% |
| Admin fee / account holder | $13,669 | $16,658-17.9% | $12,695+7.7% | $13,392+2.1% |