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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 | $153,110 | $160,028-4.3% | $147,080+4.1% | $145,884+5.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.47% | 98.60%-93.1pp | 420.17%-414.7pp | 551.85%-546.4pp |
| Employer contribution / active EE | $2,350 | $5,286-55.5% | $4,933-52.4% | $4,662-49.6% |
| Participant deferral / active EE | $12,750 | $8,422+51.4% | $8,066+58.1% | $6,690+90.6% |
| Admin fee / account holder | $3,299 | $15,030-78.1% | $12,989-74.6% | $13,392-75.4% |