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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 | $166,234 | $160,040+3.9% | $147,096+13.0% | $145,877+14.0% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 8.59% | 98.49%-89.9pp | 419.75%-411.2pp | 551.28%-542.7pp |
| Employer contribution / active EE | $2,047 | $5,289-61.3% | $4,936-58.5% | $4,663-56.1% |
| Participant deferral / active EE | $5,117 | $8,429-39.3% | $8,071-36.6% | $6,691-23.5% |
| Admin fee / account holder | $690 | $15,050-95.4% | $13,005-94.7% | $13,402-94.9% |