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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 | $102,753 | $160,070-35.8% | $147,117-30.2% | $145,897-29.6% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 8.85% | 98.69%-89.8pp | 420.54%-411.7pp | 552.29%-543.4pp |
| Employer contribution / active EE | $3,127 | $5,285-40.8% | $4,932-36.6% | $4,663-32.9% |
| Participant deferral / active EE | $7,906 | $8,419-6.1% | $8,065-2.0% | $6,689+18.2% |
| Admin fee / account holder | $2,382 | $15,035-84.2% | $12,993-81.7% | $13,390-82.2% |