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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 | $102,199 | $160,028-36.1% | $147,080-30.5% | $145,884-29.9% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 7.35% | 98.60%-91.2pp | 420.17%-412.8pp | 551.85%-544.5pp |
| Employer contribution / active EE | $4,281 | $5,286-19.0% | $4,933-13.2% | $4,662-8.2% |
| Participant deferral / active EE | $10,840 | $8,422+28.7% | $8,066+34.4% | $6,690+62.0% |
| Admin fee / account holder | $399 | $15,030-97.3% | $12,989-96.9% | $13,392-97.0% |