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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 | $168,138 | $155,833+7.9% | $124,693+34.8% | $167,536+0.4% |
| Participation rate | 66.7% | 81.1%-14.4pp | 74.6%-7.9pp | 82.1%-15.4pp |
| Annual return | 7.61% | 17.98%-10.4pp | 5144.19%-5136.6pp | 478.82%-471.2pp |
| Employer contribution / active EE | $2,424 | $4,164-41.8% | $3,324-27.1% | $4,839-49.9% |
| Participant deferral / active EE | $6,511 | $5,675+14.7% | $4,615+41.1% | $6,342+2.7% |
| Admin fee / account holder | $24,604 | $9,534+158.1% | $7,494+228.3% | $12,315+99.8% |