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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 | $155,197 | $72,071+115.3% | $68,368+127.0% | $137,256+13.1% |
| Participation rate | 66.7% | 76.2%-9.6pp | 73.8%-7.1pp | 80.0%-13.3pp |
| Annual return | 13.06% | 353.14%-340.1pp | 292.57%-279.5pp | 220.34%-207.3pp |
| Employer contribution / active EE | $3,325 | $2,788+19.3% | $2,649+25.5% | $4,156-20.0% |
| Participant deferral / active EE | $7,704 | $4,410+74.7% | $4,123+86.9% | $6,407+20.3% |
| Admin fee / account holder | $9,228 | $5,336+73.0% | $5,150+79.2% | $12,270-24.8% |