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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 | $160,070-38.8% | $147,117-33.4% | $145,897-32.8% |
| Participation rate | 20.0% | 84.0%-64.0pp | 82.2%-62.2pp | 80.3%-60.3pp |
| Annual return | 9.09% | 98.69%-89.6pp | 420.54%-411.4pp | 552.29%-543.2pp |
| Employer contribution / active EE | $5,067 | $5,285-4.1% | $4,932+2.7% | $4,663+8.7% |
| Participant deferral / active EE | $5,189 | $8,419-38.4% | $8,065-35.7% | $6,689-22.4% |
| Admin fee / account holder | $11,041 | $15,035-26.6% | $12,993-15.0% | $13,390-17.5% |