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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 | $94,183 | $160,040-41.2% | $147,096-36.0% | $145,877-35.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 8.79% | 98.49%-89.7pp | 419.75%-411.0pp | 551.28%-542.5pp |
| Employer contribution / active EE | $2,733 | $5,289-48.3% | $4,936-44.6% | $4,663-41.4% |
| Participant deferral / active EE | $8,683 | $8,429+3.0% | $8,071+7.6% | $6,691+29.8% |
| Admin fee / account holder | $393 | $15,050-97.4% | $13,005-97.0% | $13,402-97.1% |