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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 | $208,488 | $160,028+30.3% | $147,080+41.8% | $145,884+42.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 9.49% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,080 | $5,286-79.6% | $4,933-78.1% | $4,662-76.8% |
| Participant deferral / active EE | $6,918 | $8,422-17.9% | $8,066-14.2% | $6,690+3.4% |
| Admin fee / account holder | $589 | $15,030-96.1% | $12,989-95.5% | $13,392-95.6% |