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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 | $167,488 | $160,028+4.7% | $147,080+13.9% | $145,884+14.8% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 9.61% | 98.60%-89.0pp | 420.17%-410.6pp | 551.85%-542.2pp |
| Employer contribution / active EE | $1,404 | $5,286-73.4% | $4,933-71.5% | $4,662-69.9% |
| Participant deferral / active EE | $8,082 | $8,422-4.0% | $8,066+0.2% | $6,690+20.8% |
| Admin fee / account holder | $22,906 | $15,030+52.4% | $12,989+76.4% | $13,392+71.0% |