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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 | $197,051 | $160,070+23.1% | $147,117+33.9% | $145,897+35.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 7.81% | 98.69%-90.9pp | 420.54%-412.7pp | 552.29%-544.5pp |
| Employer contribution / active EE | $2,380 | $5,285-55.0% | $4,932-51.7% | $4,663-49.0% |
| Participant deferral / active EE | $10,500 | $8,419+24.7% | $8,065+30.2% | $6,689+57.0% |
| Admin fee / account holder | $2,475 | $15,035-83.5% | $12,993-81.0% | $13,390-81.5% |