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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 | $134,577 | $102,595+31.2% | $94,057+43.1% | $154,746-13.0% |
| Participation rate | 47.8% | 76.0%-28.2pp | 73.3%-25.5pp | 80.7%-32.9pp |
| Annual return | 10.06% | 583.42%-573.4pp | 480.62%-470.6pp | 172.34%-162.3pp |
| Employer contribution / active EE | $1,921 | $3,147-38.9% | $2,933-34.5% | $4,379-56.1% |
| Participant deferral / active EE | $3,144 | $5,118-38.6% | $4,709-33.2% | $6,730-53.3% |
| Admin fee / account holder | $3,383 | $7,736-56.3% | $7,244-53.3% | $14,365-76.5% |