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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 | $200,981 | $159,934+25.7% | $147,005+36.7% | $145,959+37.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.34% | 98.24%-88.9pp | 418.76%-409.4pp | 561.95%-552.6pp |
| Employer contribution / active EE | $4,879 | $5,287-7.7% | $4,934-1.1% | $4,661+4.7% |
| Participant deferral / active EE | $10,629 | $8,427+26.1% | $8,070+31.7% | $6,689+58.9% |
| Admin fee / account holder | $4,221 | $15,053-72.0% | $13,006-67.5% | $13,398-68.5% |