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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 | $201,227 | $160,070+25.7% | $147,117+36.8% | $145,897+37.9% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 8.46% | 98.69%-90.2pp | 420.54%-412.1pp | 552.29%-543.8pp |
| Employer contribution / active EE | $2,564 | $5,285-51.5% | $4,932-48.0% | $4,663-45.0% |
| Participant deferral / active EE | $12,000 | $8,419+42.5% | $8,065+48.8% | $6,689+79.4% |
| Admin fee / account holder | $662 | $15,035-95.6% | $12,993-94.9% | $13,390-95.1% |