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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 | $178,273 | $183,539-2.9% | $155,556+14.6% | $145,897+22.2% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 3.62% | 61.31%-57.7pp | 64.84%-61.2pp | 552.29%-548.7pp |
| Employer contribution / active EE | $4,385 | $5,315-17.5% | $4,675-6.2% | $4,663-6.0% |
| Participant deferral / active EE | $13,878 | $6,467+114.6% | $5,631+146.5% | $6,689+107.5% |
| Admin fee / account holder | $11,697 | $19,275-39.3% | $15,885-26.4% | $13,390-12.6% |