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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 | $168,532 | $160,040+5.3% | $147,096+14.6% | $145,877+15.5% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 9.49% | 98.49%-89.0pp | 419.75%-410.3pp | 551.28%-541.8pp |
| Employer contribution / active EE | $3,227 | $5,289-39.0% | $4,936-34.6% | $4,663-30.8% |
| Participant deferral / active EE | $7,386 | $8,429-12.4% | $8,071-8.5% | $6,691+10.4% |
| Admin fee / account holder | $1,554 | $15,050-89.7% | $13,005-88.1% | $13,402-88.4% |