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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 | $173,193 | $160,028+8.2% | $147,080+17.8% | $145,884+18.7% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 9.52% | 98.60%-89.1pp | 420.17%-410.6pp | 551.85%-542.3pp |
| Employer contribution / active EE | $1,148 | $5,286-78.3% | $4,933-76.7% | $4,662-75.4% |
| Participant deferral / active EE | $4,849 | $8,422-42.4% | $8,066-39.9% | $6,690-27.5% |
| Admin fee / account holder | $3,315 | $15,030-77.9% | $12,989-74.5% | $13,392-75.2% |