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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 | $160,070+8.1% | $147,117+17.6% | $145,897+18.6% |
| Participation rate | 59.1% | 84.0%-24.9pp | 82.2%-23.1pp | 80.3%-21.2pp |
| Annual return | 5.46% | 98.69%-93.2pp | 420.54%-415.1pp | 552.29%-546.8pp |
| Employer contribution / active EE | $2,397 | $5,285-54.6% | $4,932-51.4% | $4,663-48.6% |
| Participant deferral / active EE | $6,670 | $8,419-20.8% | $8,065-17.3% | $6,689-0.3% |
| Admin fee / account holder | $1,962 | $15,035-86.9% | $12,993-84.9% | $13,390-85.3% |