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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 | $160,070+25.6% | $147,117+36.6% | $145,897+37.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.34% | 98.69%-89.3pp | 420.54%-411.2pp | 552.29%-543.0pp |
| Employer contribution / active EE | $4,879 | $5,285-7.7% | $4,932-1.1% | $4,663+4.6% |
| Participant deferral / active EE | $10,629 | $8,419+26.2% | $8,065+31.8% | $6,689+58.9% |
| Admin fee / account holder | $4,221 | $15,035-71.9% | $12,993-67.5% | $13,390-68.5% |