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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 | $212,349 | $134,817+57.5% | $123,973+71.3% | $155,188+36.8% |
| Participation rate | 63.6% | 79.4%-15.8pp | 76.7%-13.0pp | 80.8%-17.2pp |
| Annual return | 5.09% | 515.49%-510.4pp | 388.13%-383.0pp | 148.84%-143.8pp |
| Employer contribution / active EE | $2,227 | $4,425-49.7% | $4,126-46.0% | $4,248-47.6% |
| Participant deferral / active EE | $6,057 | $5,706+6.1% | $5,247+15.4% | $6,531-7.3% |
| Admin fee / account holder | $2,466 | $13,245-81.4% | $11,799-79.1% | $14,480-83.0% |