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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 | $122,530 | $160,070-23.5% | $147,117-16.7% | $145,897-16.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 2.31% | 98.69%-96.4pp | 420.54%-418.2pp | 552.29%-550.0pp |
| Employer contribution / active EE | $2,075 | $5,285-60.7% | $4,932-57.9% | $4,663-55.5% |
| Participant deferral / active EE | $10,499 | $8,419+24.7% | $8,065+30.2% | $6,689+56.9% |
| Admin fee / account holder | $429 | $15,035-97.1% | $12,993-96.7% | $13,390-96.8% |