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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 | $97,983 | $159,934-38.7% | $147,005-33.3% | $145,959-32.9% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 9.09% | 98.24%-89.1pp | 418.76%-409.7pp | 561.95%-552.9pp |
| Employer contribution / active EE | $5,067 | $5,287-4.2% | $4,934+2.7% | $4,661+8.7% |
| Participant deferral / active EE | $5,189 | $8,427-38.4% | $8,070-35.7% | $6,689-22.4% |
| Admin fee / account holder | $11,041 | $15,053-26.7% | $13,006-15.1% | $13,398-17.6% |