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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 | $135,488 | $180,749-25.0% | $160,784-15.7% | $137,256-1.3% |
| Participation rate | 63.6% | 80.0%-16.3pp | 77.0%-13.3pp | 80.0%-16.3pp |
| Annual return | 9.22% | 2234.46%-2225.2pp | 1803.92%-1794.7pp | 220.34%-211.1pp |
| Employer contribution / active EE | $4,014 | $4,155-3.4% | $3,733+7.5% | $4,156-3.4% |
| Participant deferral / active EE | $10,889 | $6,844+59.1% | $6,293+73.0% | $6,407+70.0% |
| Admin fee / account holder | $14,758 | $10,397+41.9% | $9,717+51.9% | $12,270+20.3% |