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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 | $149,927 | $159,934-6.3% | $147,005+2.0% | $145,959+2.7% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.07% | 98.24%-93.2pp | 418.76%-413.7pp | 561.95%-556.9pp |
| Employer contribution / active EE | $2,616 | $5,287-50.5% | $4,934-47.0% | $4,661-43.9% |
| Participant deferral / active EE | $3,604 | $8,427-57.2% | $8,070-55.3% | $6,689-46.1% |
| Admin fee / account holder | $17,039 | $15,053+13.2% | $13,006+31.0% | $13,398+27.2% |