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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 | $182,156 | $125,184+45.5% | $105,607+72.5% | $145,884+24.9% |
| Participation rate | 63.6% | 77.6%-14.0pp | 75.3%-11.6pp | 80.3%-16.7pp |
| Annual return | 7.05% | 225.00%-218.0pp | 116.11%-109.1pp | 551.85%-544.8pp |
| Employer contribution / active EE | $4,134 | $3,720+11.1% | $3,167+30.5% | $4,662-11.3% |
| Participant deferral / active EE | $8,271 | $5,714+44.8% | $5,011+65.1% | $6,690+23.6% |
| Admin fee / account holder | $3,228 | $17,133-81.2% | $10,958-70.5% | $13,392-75.9% |