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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 | $183,179 | $156,398+17.1% | $147,318+24.3% | $138,895+31.9% |
| Participation rate | 66.7% | 83.8%-17.1pp | 82.1%-15.4pp | 79.9%-13.3pp |
| Annual return | -3.94% | 78.75%-82.7pp | 70.43%-74.4pp | 145.39%-149.3pp |
| Employer contribution / active EE | $2,817 | $4,853-42.0% | $4,593-38.7% | $4,194-32.8% |
| Participant deferral / active EE | $14,371 | $8,237+74.5% | $7,906+81.8% | $6,396+124.7% |
| Admin fee / account holder | $301 | $14,976-98.0% | $13,708-97.8% | $12,562-97.6% |