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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 | $158,868 | $159,978-0.7% | $147,041+8.0% | $145,978+8.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 6.48% | 98.36%-91.9pp | 419.21%-412.7pp | 550.52%-544.0pp |
| Employer contribution / active EE | $1,169 | $5,288-77.9% | $4,935-76.3% | $4,662-74.9% |
| Participant deferral / active EE | $10,705 | $8,429+27.0% | $8,071+32.6% | $6,690+60.0% |
| Admin fee / account holder | $68,012 | $15,053+351.8% | $13,006+422.9% | $13,400+407.5% |