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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 | $171,102 | $102,663+66.7% | $86,216+98.5% | $139,466+22.7% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.0%-0.8pp | 80.3%-12.2pp |
| Annual return | 5.29% | 1924.52%-1919.2pp | 1169.42%-1164.1pp | 373.66%-368.4pp |
| Employer contribution / active EE | $1,120 | $3,035-63.1% | $2,382-53.0% | $4,754-76.4% |
| Participant deferral / active EE | $2,695 | $4,677-42.4% | $3,986-32.4% | $6,712-59.8% |
| Admin fee / account holder | $1,663 | $8,663-80.8% | $6,853-75.7% | $11,409-85.4% |