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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 | $172,998 | $160,040+8.1% | $147,096+17.6% | $145,877+18.6% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 5.46% | 98.49%-93.0pp | 419.75%-414.3pp | 551.28%-545.8pp |
| Employer contribution / active EE | $2,397 | $5,289-54.7% | $4,936-51.4% | $4,663-48.6% |
| Participant deferral / active EE | $6,670 | $8,429-20.9% | $8,071-17.4% | $6,691-0.3% |
| Admin fee / account holder | $1,962 | $15,050-87.0% | $13,005-84.9% | $13,402-85.4% |