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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 | $118,862 | $132,634-10.4% | $115,768+2.7% | $137,256-13.4% |
| Participation rate | 55.0% | 77.9%-22.9pp | 74.4%-19.4pp | 80.0%-25.0pp |
| Annual return | 9.14% | 160.70%-151.6pp | 100.46%-91.3pp | 220.34%-211.2pp |
| Employer contribution / active EE | $880 | $3,360-73.8% | $2,940-70.1% | $4,156-78.8% |
| Participant deferral / active EE | $4,400 | $5,619-21.7% | $4,917-10.5% | $6,407-31.3% |
| Admin fee / account holder | $12,005 | $15,028-20.1% | $12,439-3.5% | $12,270-2.2% |