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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 | $201,261 | $160,070+25.7% | $147,117+36.8% | $145,897+37.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.31% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,384 | $5,285-73.8% | $4,932-71.9% | $4,663-70.3% |
| Participant deferral / active EE | $6,123 | $8,419-27.3% | $8,065-24.1% | $6,689-8.5% |
| Admin fee / account holder | $1,563 | $15,035-89.6% | $12,993-88.0% | $13,390-88.3% |