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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 | $160,028+39.3% | $147,080+51.6% | $145,884+52.8% |
| Participation rate | 62.5% | 84.0%-21.5pp | 82.2%-19.7pp | 80.3%-17.8pp |
| Annual return | 8.20% | 98.60%-90.4pp | 420.17%-412.0pp | 551.85%-543.6pp |
| Employer contribution / active EE | $2,330 | $5,286-55.9% | $4,933-52.8% | $4,662-50.0% |
| Participant deferral / active EE | $8,100 | $8,422-3.8% | $8,066+0.4% | $6,690+21.1% |
| Admin fee / account holder | $5,470 | $15,030-63.6% | $12,989-57.9% | $13,392-59.2% |