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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 | $145,233 | $90,530+60.4% | $76,030+91.0% | $145,897-0.5% |
| Participation rate | 62.5% | 74.4%-11.9pp | 69.1%-6.6pp | 80.3%-17.8pp |
| Annual return | 7.74% | 625.08%-617.3pp | 361.54%-353.8pp | 552.29%-544.5pp |
| Employer contribution / active EE | $1,449 | $3,319-56.4% | $2,688-46.1% | $4,663-68.9% |
| Participant deferral / active EE | $3,836 | $5,164-25.7% | $4,257-9.9% | $6,689-42.7% |
| Admin fee / account holder | $3,999 | $8,383-52.3% | $6,421-37.7% | $13,390-70.1% |