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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 | $97,059 | $132,099-26.5% | $115,599-16.0% | $138,895-30.1% |
| Participation rate | 54.5% | 77.9%-23.3pp | 74.3%-19.7pp | 79.9%-25.4pp |
| Annual return | 8.31% | 176.76%-168.4pp | 111.10%-102.8pp | 145.39%-137.1pp |
| Employer contribution / active EE | $9,091 | $3,416+166.1% | $2,955+207.6% | $4,194+116.7% |
| Participant deferral / active EE | $0 | $5,617-100.0% | $4,889-100.0% | $6,396-100.0% |
| Admin fee / account holder | $1,955 | $15,650-87.5% | $12,841-84.8% | $12,562-84.4% |