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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 | $88,537 | $160,040-44.7% | $147,096-39.8% | $145,877-39.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 9.09% | 98.49%-89.4pp | 419.75%-410.7pp | 551.28%-542.2pp |
| Employer contribution / active EE | $6,815 | $5,289+28.8% | $4,936+38.1% | $4,663+46.2% |
| Participant deferral / active EE | $8,442 | $8,429+0.2% | $8,071+4.6% | $6,691+26.2% |
| Admin fee / account holder | $1,263 | $15,050-91.6% | $13,005-90.3% | $13,402-90.6% |