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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 | $227,684 | $160,070+42.2% | $147,117+54.8% | $145,897+56.1% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 3.78% | 98.69%-94.9pp | 420.54%-416.8pp | 552.29%-548.5pp |
| Employer contribution / active EE | $1,132 | $5,285-78.6% | $4,932-77.1% | $4,663-75.7% |
| Participant deferral / active EE | $7,658 | $8,419-9.0% | $8,065-5.0% | $6,689+14.5% |
| Admin fee / account holder | $14,491 | $15,035-3.6% | $12,993+11.5% | $13,390+8.2% |