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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 | $218,453 | $110,410+97.9% | $102,437+113.3% | $145,897+49.7% |
| Participation rate | 65.0% | 77.9%-12.9pp | 74.5%-9.5pp | 80.3%-15.3pp |
| Annual return | 3.75% | 24.85%-21.1pp | 24.95%-21.2pp | 552.29%-548.5pp |
| Employer contribution / active EE | $6,706 | $4,217+59.0% | $3,871+73.2% | $4,663+43.8% |
| Participant deferral / active EE | $6,251 | $5,622+11.2% | $5,060+23.5% | $6,689-6.5% |
| Admin fee / account holder | $18,181 | $9,745+86.6% | $8,388+116.8% | $13,390+35.8% |