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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 | $159,845 | $160,040-0.1% | $147,096+8.7% | $145,877+9.6% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.28% | 98.49%-90.2pp | 419.75%-411.5pp | 551.28%-543.0pp |
| Employer contribution / active EE | $2,562 | $5,289-51.6% | $4,936-48.1% | $4,663-45.0% |
| Participant deferral / active EE | $10,492 | $8,429+24.5% | $8,071+30.0% | $6,691+56.8% |
| Admin fee / account holder | $41,370 | $15,050+174.9% | $13,005+218.1% | $13,402+208.7% |