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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 | $72,071+86.7% | $68,368+96.8% | $137,256-2.0% |
| Participation rate | 47.8% | 76.2%-28.4pp | 73.8%-25.9pp | 80.0%-32.1pp |
| Annual return | 10.06% | 353.14%-343.1pp | 292.57%-282.5pp | 220.34%-210.3pp |
| Employer contribution / active EE | $1,921 | $2,788-31.1% | $2,649-27.5% | $4,156-53.8% |
| Participant deferral / active EE | $3,144 | $4,410-28.7% | $4,123-23.8% | $6,407-50.9% |
| Admin fee / account holder | $3,383 | $5,336-36.6% | $5,150-34.3% | $12,270-72.4% |