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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 | $242,856 | $166,131+46.2% | $164,975+47.2% | $145,877+66.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.84% | 100.37%-92.5pp | 70.12%-62.3pp | 551.28%-543.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,320 | $6,962+5.1% | $6,033+21.3% | $6,691+9.4% |
| Admin fee / account holder | $1,524 | $16,648-90.8% | $12,688-88.0% | $13,402-88.6% |