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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 | $202,741 | $183,978+10.2% | $162,171+25.0% | $152,885+32.6% |
| Participation rate | 61.5% | 88.5%-27.0pp | 87.6%-26.0pp | 82.5%-20.9pp |
| Annual return | 12.27% | 150.78%-138.5pp | 115.60%-103.3pp | 345.39%-333.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,734 | $8,033-53.5% | $7,297-48.8% | $5,851-36.2% |
| Admin fee / account holder | $25,805 | $13,122+96.7% | $10,843+138.0% | $11,598+122.5% |