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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 | $209,566 | $217,427-3.6% | $185,837+12.8% | $167,518+25.1% |
| Participation rate | 50.0% | 86.0%-36.0pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 3.60% | 148.39%-144.8pp | 122.08%-118.5pp | 478.71%-475.1pp |
| Employer contribution / active EE | $2,208 | $5,874-62.4% | $5,168-57.3% | $4,838-54.4% |
| Participant deferral / active EE | $8,883 | $6,357+39.7% | $5,568+59.5% | $6,342+40.1% |
| Admin fee / account holder | $12,901 | $19,816-34.9% | $16,241-20.6% | $12,312+4.8% |