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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 | $128,483 | $160,028-19.7% | $147,080-12.6% | $145,884-11.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.66% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $5,284 | $5,2860% | $4,933+7.1% | $4,662+13.3% |
| Participant deferral / active EE | $14,261 | $8,422+69.3% | $8,066+76.8% | $6,690+113.2% |
| Admin fee / account holder | $2,035 | $15,030-86.5% | $12,989-84.3% | $13,392-84.8% |