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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 | $160,040-15.4% | $147,096-8.0% | $145,877-7.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.35% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $3,875 | $5,289-26.7% | $4,936-21.5% | $4,663-16.9% |
| Participant deferral / active EE | $7,200 | $8,429-14.6% | $8,071-10.8% | $6,691+7.6% |
| Admin fee / account holder | $1,898 | $15,050-87.4% | $13,005-85.4% | $13,402-85.8% |