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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 | $135,315 | $159,934-15.4% | $147,005-8.0% | $145,959-7.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.35% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $3,875 | $5,287-26.7% | $4,934-21.5% | $4,661-16.9% |
| Participant deferral / active EE | $7,200 | $8,427-14.6% | $8,070-10.8% | $6,689+7.6% |
| Admin fee / account holder | $1,898 | $15,053-87.4% | $13,006-85.4% | $13,398-85.8% |