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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 | $201,276 | $159,978+25.8% | $147,041+36.9% | $145,978+37.9% |
| Participation rate | 63.6% | 84.0%-20.4pp | 82.2%-18.5pp | 80.3%-16.7pp |
| Annual return | 8.46% | 98.36%-89.9pp | 419.21%-410.8pp | 550.52%-542.1pp |
| Employer contribution / active EE | $2,983 | $5,288-43.6% | $4,935-39.6% | $4,662-36.0% |
| Participant deferral / active EE | $5,462 | $8,429-35.2% | $8,071-32.3% | $6,690-18.4% |
| Admin fee / account holder | $22,645 | $15,053+50.4% | $13,006+74.1% | $13,400+69.0% |