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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 | $222,917 | $160,040+39.3% | $147,096+51.5% | $145,877+52.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.20% | 98.49%-90.3pp | 419.75%-411.5pp | 551.28%-543.1pp |
| Employer contribution / active EE | $2,330 | $5,289-55.9% | $4,936-52.8% | $4,663-50.0% |
| Participant deferral / active EE | $8,100 | $8,429-3.9% | $8,071+0.4% | $6,691+21.1% |
| Admin fee / account holder | $5,470 | $15,050-63.7% | $13,005-57.9% | $13,402-59.2% |