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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 | $111,535+90.4% | $105,223+101.8% | $137,256+54.7% |
| Participation rate | 63.6% | 78.1%-14.5pp | 75.0%-11.4pp | 80.0%-16.3pp |
| Annual return | 5.09% | 237.85%-232.8pp | 180.65%-175.6pp | 220.34%-215.3pp |
| Employer contribution / active EE | $2,227 | $3,939-43.5% | $3,689-39.6% | $4,156-46.4% |
| Participant deferral / active EE | $6,057 | $5,500+10.1% | $5,072+19.4% | $6,407-5.5% |
| Admin fee / account holder | $2,466 | $9,721-74.6% | $8,859-72.2% | $12,270-79.9% |