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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 | $100,015 | $160,028-37.5% | $147,080-32.0% | $145,884-31.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.74% | 98.60%-89.9pp | 420.17%-411.4pp | 551.85%-543.1pp |
| Employer contribution / active EE | $2,745 | $5,286-48.1% | $4,933-44.4% | $4,662-41.1% |
| Participant deferral / active EE | $14,497 | $8,422+72.1% | $8,066+79.7% | $6,690+116.7% |
| Admin fee / account holder | $22,345 | $15,030+48.7% | $12,989+72.0% | $13,392+66.9% |