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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 | $126,733 | $160,070-20.8% | $147,117-13.9% | $145,897-13.1% |
| Participation rate | 63.2% | 84.0%-20.9pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 9.34% | 98.69%-89.4pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $1,969 | $5,285-62.7% | $4,932-60.1% | $4,663-57.8% |
| Participant deferral / active EE | $8,522 | $8,419+1.2% | $8,065+5.7% | $6,689+27.4% |
| Admin fee / account holder | $1,214 | $15,035-91.9% | $12,993-90.7% | $13,390-90.9% |