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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 | $160,178 | $160,070+0.1% | $147,117+8.9% | $145,897+9.8% |
| Participation rate | 44.4% | 84.0%-39.6pp | 82.2%-37.7pp | 80.3%-35.9pp |
| Annual return | 9.63% | 98.69%-89.1pp | 420.54%-410.9pp | 552.29%-542.7pp |
| Employer contribution / active EE | $2,339 | $5,285-55.7% | $4,932-52.6% | $4,663-49.8% |
| Participant deferral / active EE | $5,283 | $8,419-37.2% | $8,065-34.5% | $6,689-21.0% |
| Admin fee / account holder | $542 | $15,035-96.4% | $12,993-95.8% | $13,390-96.0% |