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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 | $97,175 | $176,071-44.8% | $159,450-39.1% | $167,497-42.0% |
| Participation rate | 57.9% | 84.9%-27.0pp | 82.8%-24.9pp | 82.1%-24.2pp |
| Annual return | 9.68% | 331.79%-322.1pp | 263.60%-253.9pp | 478.62%-468.9pp |
| Employer contribution / active EE | $2,676 | $5,298-49.5% | $4,830-44.6% | $4,838-44.7% |
| Participant deferral / active EE | $4,514 | $7,750-41.8% | $7,352-38.6% | $6,341-28.8% |
| Admin fee / account holder | $15,215 | $12,555+21.2% | $10,800+40.9% | $12,310+23.6% |