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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 | $175,762 | $106,267+65.4% | $96,520+82.1% | $139,456+26.0% |
| Participation rate | 66.7% | 77.8%-11.2pp | 74.3%-7.7pp | 80.3%-13.7pp |
| Annual return | 10.48% | 38.45%-28.0pp | 35.72%-25.2pp | 373.45%-363.0pp |
| Employer contribution / active EE | $19,099 | $4,105+365.3% | $3,739+410.9% | $4,753+301.9% |
| Participant deferral / active EE | $20,000 | $5,454+266.7% | $4,879+309.9% | $6,711+198.0% |
| Admin fee / account holder | $985 | $7,882-87.5% | $6,733-85.4% | $11,407-91.4% |