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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 | $146,786 | $169,336-13.3% | $129,384+13.4% | $145,884+0.6% |
| Participation rate | 66.7% | 76.5%-9.8pp | 69.6%-3.0pp | 80.3%-13.6pp |
| Annual return | 4.67% | 14408.70%-14404.0pp | 9461.77%-9457.1pp | 551.85%-547.2pp |
| Employer contribution / active EE | $2,631 | $5,540-52.5% | $4,153-36.6% | $4,662-43.6% |
| Participant deferral / active EE | $10,817 | $4,985+117.0% | $4,166+159.7% | $6,690+61.7% |
| Admin fee / account holder | $495 | $9,912-95.0% | $7,686-93.6% | $13,392-96.3% |