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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 | $114,913 | $160,070-28.2% | $147,117-21.9% | $145,897-21.2% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.55% | 98.69%-89.1pp | 420.54%-411.0pp | 552.29%-542.7pp |
| Employer contribution / active EE | $4,130 | $5,285-21.9% | $4,932-16.3% | $4,663-11.4% |
| Participant deferral / active EE | $12,252 | $8,419+45.5% | $8,065+51.9% | $6,689+83.2% |
| Admin fee / account holder | $25,486 | $15,035+69.5% | $12,993+96.2% | $13,390+90.3% |