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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 | $136,167 | $109,904+23.9% | $97,167+40.1% | $145,959-6.7% |
| Participation rate | 66.7% | 75.9%-9.3pp | 72.7%-6.0pp | 80.3%-13.6pp |
| Annual return | 6.43% | 243.43%-237.0pp | 75.27%-68.8pp | 561.95%-555.5pp |
| Employer contribution / active EE | $2,517 | $3,084-18.4% | $2,729-7.8% | $4,661-46.0% |
| Participant deferral / active EE | $20,333 | $4,676+334.9% | $4,264+376.9% | $6,689+204.0% |
| Admin fee / account holder | $768 | $6,216-87.6% | $5,650-86.4% | $13,398-94.3% |