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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 | $117,487 | $72,071+63.0% | $68,368+71.8% | $137,256-14.4% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 5.95% | 353.14%-347.2pp | 292.57%-286.6pp | 220.34%-214.4pp |
| Employer contribution / active EE | $3,844 | $2,788+37.9% | $2,649+45.1% | $4,156-7.5% |
| Participant deferral / active EE | $3,127 | $4,410-29.1% | $4,123-24.2% | $6,407-51.2% |
| Admin fee / account holder | $125,806 | $5,336+2257.9% | $5,150+2342.9% | $12,270+925.3% |