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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 | $125,137 | $160,028-21.8% | $147,080-14.9% | $145,884-14.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 4.69% | 98.60%-93.9pp | 420.17%-415.5pp | 551.85%-547.2pp |
| Employer contribution / active EE | $2,439 | $5,286-53.9% | $4,933-50.6% | $4,662-47.7% |
| Participant deferral / active EE | $7,808 | $8,422-7.3% | $8,066-3.2% | $6,690+16.7% |
| Admin fee / account holder | $6,251 | $15,030-58.4% | $12,989-51.9% | $13,392-53.3% |