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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 | $105,568 | $160,028-34.0% | $147,080-28.2% | $145,884-27.6% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.47% | 98.60%-91.1pp | 420.17%-412.7pp | 551.85%-544.4pp |
| Employer contribution / active EE | $4,535 | $5,286-14.2% | $4,933-8.1% | $4,662-2.7% |
| Participant deferral / active EE | $7,750 | $8,422-8.0% | $8,066-3.9% | $6,690+15.9% |
| Admin fee / account holder | $330 | $15,030-97.8% | $12,989-97.5% | $13,392-97.5% |