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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 | $97,934 | $148,623-34.1% | $135,974-28.0% | $139,466-29.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 4.91% | 79.30%-74.4pp | 68.30%-63.4pp | 373.66%-368.8pp |
| Employer contribution / active EE | $4,453 | $5,246-15.1% | $4,859-8.4% | $4,754-6.3% |
| Participant deferral / active EE | $8,932 | $8,103+10.2% | $7,760+15.1% | $6,712+33.1% |
| Admin fee / account holder | $21,066 | $12,406+69.8% | $10,767+95.7% | $11,409+84.6% |