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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 | $142,657 | $160,070-10.9% | $147,117-3.0% | $145,897-2.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 9.14% | 98.69%-89.5pp | 420.54%-411.4pp | 552.29%-543.1pp |
| Employer contribution / active EE | $2,624 | $5,285-50.4% | $4,932-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $8,935 | $8,419+6.1% | $8,065+10.8% | $6,689+33.6% |
| Admin fee / account holder | $133,813 | $15,035+790.0% | $12,993+929.9% | $13,390+899.3% |