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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 | $106,221 | $102,595+3.5% | $94,057+12.9% | $154,746-31.4% |
| Participation rate | 54.5% | 76.0%-21.4pp | 73.3%-18.8pp | 80.7%-26.2pp |
| Annual return | 8.17% | 583.42%-575.3pp | 480.62%-472.5pp | 172.34%-164.2pp |
| Employer contribution / active EE | $3,432 | $3,147+9.1% | $2,933+17.0% | $4,379-21.6% |
| Participant deferral / active EE | $8,679 | $5,118+69.6% | $4,709+84.3% | $6,730+29.0% |
| Admin fee / account holder | $974 | $7,736-87.4% | $7,244-86.6% | $14,365-93.2% |