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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 | $142,657 | $160,040-10.9% | $147,096-3.0% | $145,877-2.2% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 9.14% | 98.49%-89.4pp | 419.75%-410.6pp | 551.28%-542.1pp |
| Employer contribution / active EE | $2,624 | $5,289-50.4% | $4,936-46.8% | $4,663-43.7% |
| Participant deferral / active EE | $8,935 | $8,429+6.0% | $8,071+10.7% | $6,691+33.6% |
| Admin fee / account holder | $133,813 | $15,050+789.1% | $13,005+928.9% | $13,402+898.4% |