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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 | $134,335 | $160,028-16.1% | $147,080-8.7% | $145,884-7.9% |
| Participation rate | 25.0% | 84.0%-59.0pp | 82.2%-57.2pp | 80.3%-55.3pp |
| Annual return | 8.38% | 98.60%-90.2pp | 420.17%-411.8pp | 551.85%-543.5pp |
| Employer contribution / active EE | $5,539 | $5,286+4.8% | $4,933+12.3% | $4,662+18.8% |
| Participant deferral / active EE | $5,751 | $8,422-31.7% | $8,066-28.7% | $6,690-14.0% |
| Admin fee / account holder | $593 | $15,030-96.1% | $12,989-95.4% | $13,392-95.6% |