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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 | $166,089+16.8% | $164,928+17.6% | $145,978+32.9% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 8.29% | 100.26%-92.0pp | 70.08%-61.8pp | 550.52%-542.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,786 | $6,961-31.2% | $6,034-20.7% | $6,690-28.5% |
| Admin fee / account holder | $13,669 | $16,641-17.9% | $12,684+7.8% | $13,400+2.0% |