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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 | $160,040-19.7% | $147,096-12.7% | $145,877-11.9% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.66% | 98.49%-89.8pp | 419.75%-411.1pp | 551.28%-542.6pp |
| Employer contribution / active EE | $5,284 | $5,289-0.1% | $4,936+7.0% | $4,663+13.3% |
| Participant deferral / active EE | $14,261 | $8,429+69.2% | $8,071+76.7% | $6,691+113.2% |
| Admin fee / account holder | $2,035 | $15,050-86.5% | $13,005-84.3% | $13,402-84.8% |