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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 | $159,978+25.6% | $147,041+36.7% | $145,978+37.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.34% | 98.36%-89.0pp | 419.21%-409.9pp | 550.52%-541.2pp |
| Employer contribution / active EE | $4,879 | $5,288-7.7% | $4,935-1.1% | $4,662+4.7% |
| Participant deferral / active EE | $10,629 | $8,429+26.1% | $8,071+31.7% | $6,690+58.9% |
| Admin fee / account holder | $4,221 | $15,053-72.0% | $13,006-67.5% | $13,400-68.5% |