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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 | $204,480 | $160,028+27.8% | $147,080+39.0% | $145,884+40.2% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 8.17% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.7pp |
| Employer contribution / active EE | $10,354 | $5,286+95.9% | $4,933+109.9% | $4,662+122.1% |
| Participant deferral / active EE | $14,203 | $8,422+68.6% | $8,066+76.1% | $6,690+112.3% |
| Admin fee / account holder | $5,692 | $15,030-62.1% | $12,989-56.2% | $13,392-57.5% |