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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 | $124,919 | $160,028-21.9% | $147,080-15.1% | $145,884-14.4% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.66% | 98.60%-89.9pp | 420.17%-411.5pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,774 | $5,286-66.4% | $4,933-64.0% | $4,662-61.9% |
| Participant deferral / active EE | $11,756 | $8,422+39.6% | $8,066+45.7% | $6,690+75.7% |
| Admin fee / account holder | $16,844 | $15,030+12.1% | $12,989+29.7% | $13,392+25.8% |