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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 | $218,965 | $129,737+68.8% | $119,126+83.8% | $154,746+41.5% |
| Participation rate | 63.2% | 78.9%-15.7pp | 75.8%-12.6pp | 80.7%-17.5pp |
| Annual return | 8.30% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.0pp |
| Employer contribution / active EE | $2,755 | $4,375-37.0% | $4,034-31.7% | $4,379-37.1% |
| Participant deferral / active EE | $8,523 | $5,842+45.9% | $5,318+60.3% | $6,730+26.6% |
| Admin fee / account holder | $74,147 | $11,961+519.9% | $10,693+593.4% | $14,365+416.2% |