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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 | $248,237 | $166,131+49.4% | $164,975+50.5% | $145,877+70.2% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-11.9pp | 80.3%-13.6pp |
| Annual return | 7.96% | 100.37%-92.4pp | 70.12%-62.2pp | 551.28%-543.3pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $15,333 | $6,962+120.2% | $6,033+154.1% | $6,691+129.2% |
| Admin fee / account holder | $2,835 | $16,648-83.0% | $12,688-77.7% | $13,402-78.8% |