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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 | $60,139+104.5% | $90,461+36.0% | $79,856+54.0% |
| Participation rate | 3.7% | 65.0%-61.3pp | 72.7%-69.0pp | 69.6%-65.9pp |
| Annual return | 6.53% | 71.96%-65.4pp | 1294.76%-1288.2pp | 31.71%-25.2pp |
| Employer contribution / active EE | $978 | $2,069-52.7% | $3,264-70.0% | $2,471-60.4% |
| Participant deferral / active EE | $2,521 | $2,939-14.2% | $3,964-36.4% | $3,741-32.6% |
| Admin fee / account holder | $2,166 | $3,978-45.5% | $5,617-61.4% | $5,306-59.2% |