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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 | $246,675 | $157,296+56.8% | $141,191+74.7% | $152,897+61.3% |
| Participation rate | 66.7% | 84.8%-18.2pp | 82.5%-15.8pp | 82.5%-15.8pp |
| Annual return | 0.73% | 64.34%-63.6pp | 71.41%-70.7pp | 345.43%-344.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,333 | $7,111+45.3% | $6,710+54.0% | $5,851+76.6% |
| Admin fee / account holder | $72,538 | $12,125+498.3% | $10,264+606.7% | $11,599+525.4% |