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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 | $91,574 | $160,040-42.8% | $147,096-37.7% | $145,877-37.2% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 9.36% | 98.49%-89.1pp | 419.75%-410.4pp | 551.28%-541.9pp |
| Employer contribution / active EE | $2,686 | $5,289-49.2% | $4,936-45.6% | $4,663-42.4% |
| Participant deferral / active EE | $9,271 | $8,429+10.0% | $8,071+14.9% | $6,691+38.6% |
| Admin fee / account holder | $15,901 | $15,050+5.7% | $13,005+22.3% | $13,402+18.6% |