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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 | $154,010 | $160,040-3.8% | $147,096+4.7% | $145,877+5.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.67% | 98.49%-89.8pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,738 | $5,289-67.2% | $4,936-64.8% | $4,663-62.7% |
| Participant deferral / active EE | $3,458 | $8,429-59.0% | $8,071-57.2% | $6,691-48.3% |
| Admin fee / account holder | $16,726 | $15,050+11.1% | $13,005+28.6% | $13,402+24.8% |