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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 | $122,982 | $60,119+104.6% | $90,430+36.0% | $79,858+54.0% |
| Participation rate | 3.7% | 65.0%-61.3pp | 72.7%-69.0pp | 69.6%-65.9pp |
| Annual return | 6.53% | 71.94%-65.4pp | 1293.73%-1287.2pp | 31.72%-25.2pp |
| Employer contribution / active EE | $978 | $2,068-52.7% | $3,262-70.0% | $2,471-60.4% |
| Participant deferral / active EE | $2,521 | $2,938-14.2% | $3,963-36.4% | $3,740-32.6% |
| Admin fee / account holder | $2,166 | $3,976-45.5% | $5,613-61.4% | $5,306-59.2% |