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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 | $158,102 | $176,077-10.2% | $159,455-0.8% | $167,518-5.6% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 9.94% | 331.83%-321.9pp | 263.63%-253.7pp | 478.71%-468.8pp |
| Employer contribution / active EE | $1,459 | $5,298-72.5% | $4,830-69.8% | $4,838-69.9% |
| Participant deferral / active EE | $5,541 | $7,751-28.5% | $7,353-24.6% | $6,342-12.6% |
| Admin fee / account holder | $1,152 | $12,556-90.8% | $10,800-89.3% | $12,312-90.6% |