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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 | $133,376 | $58,311+128.7% | $81,882+62.9% | $80,959+64.7% |
| Participation rate | 64.0% | 63.5%+0.5pp | 72.4%-8.4pp | 67.7%-3.7pp |
| Annual return | 9.43% | 41.85%-32.4pp | 779.47%-770.0pp | 35.67%-26.2pp |
| Employer contribution / active EE | $2,761 | $2,347+17.6% | $2,916-5.3% | $2,757+0.1% |
| Participant deferral / active EE | $6,640 | $3,287+102.0% | $4,323+53.6% | $4,300+54.4% |
| Admin fee / account holder | $2,079 | $4,752-56.3% | $7,360-71.8% | $6,925-70.0% |