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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 | $111,011 | $108,911+1.9% | $100,392+10.6% | $145,884-23.9% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 9.83% | 58.23%-48.4pp | 49.45%-39.6pp | 551.85%-542.0pp |
| Employer contribution / active EE | $2,108 | $4,420-52.3% | $3,941-46.5% | $4,662-54.8% |
| Participant deferral / active EE | $7,872 | $8,459-6.9% | $8,090-2.7% | $6,690+17.7% |
| Admin fee / account holder | $708 | $9,698-92.7% | $7,904-91.0% | $13,392-94.7% |