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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 | $159,978-20.8% | $147,041-13.8% | $145,978-13.2% |
| Participation rate | 63.2% | 84.0%-20.8pp | 82.2%-19.0pp | 80.3%-17.1pp |
| Annual return | 9.34% | 98.36%-89.0pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $1,969 | $5,288-62.8% | $4,935-60.1% | $4,662-57.8% |
| Participant deferral / active EE | $8,522 | $8,429+1.1% | $8,071+5.6% | $6,690+27.4% |
| Admin fee / account holder | $1,214 | $15,053-91.9% | $13,006-90.7% | $13,400-90.9% |