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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 | $160,040-6.3% | $147,096+1.9% | $145,877+2.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 5.07% | 98.49%-93.4pp | 419.75%-414.7pp | 551.28%-546.2pp |
| Employer contribution / active EE | $2,616 | $5,289-50.5% | $4,936-47.0% | $4,663-43.9% |
| Participant deferral / active EE | $3,604 | $8,429-57.2% | $8,071-55.3% | $6,691-46.1% |
| Admin fee / account holder | $17,039 | $15,050+13.2% | $13,005+31.0% | $13,402+27.1% |