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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 | $125,459 | $159,978-21.6% | $147,041-14.7% | $145,978-14.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 7.65% | 98.36%-90.7pp | 419.21%-411.6pp | 550.52%-542.9pp |
| Employer contribution / active EE | $5,455 | $5,288+3.2% | $4,935+10.5% | $4,662+17.0% |
| Participant deferral / active EE | $8,550 | $8,429+1.4% | $8,071+5.9% | $6,690+27.8% |
| Admin fee / account holder | $1,619 | $15,053-89.2% | $13,006-87.6% | $13,400-87.9% |