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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 | $166,242+46.1% | $165,071+47.1% | $145,884+66.5% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 7.84% | 100.44%-92.6pp | 70.17%-62.3pp | 551.85%-544.0pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,320 | $6,964+5.1% | $6,035+21.3% | $6,690+9.4% |
| Admin fee / account holder | $1,524 | $16,658-90.9% | $12,695-88.0% | $13,392-88.6% |