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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 | $188,898 | $160,040+18.0% | $147,096+28.4% | $145,877+29.5% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 9.48% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $2,458 | $5,289-53.5% | $4,936-50.2% | $4,663-47.3% |
| Participant deferral / active EE | $6,755 | $8,429-19.9% | $8,071-16.3% | $6,691+1.0% |
| Admin fee / account holder | $2,572 | $15,050-82.9% | $13,005-80.2% | $13,402-80.8% |