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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 | $129,398 | $102,696+26.0% | $86,235+50.1% | $139,487-7.2% |
| Participation rate | 50.0% | 74.5%-24.5pp | 69.0%-19.0pp | 80.3%-30.3pp |
| Annual return | 7.77% | 1925.91%-1918.1pp | 1170.03%-1162.3pp | 373.84%-366.1pp |
| Employer contribution / active EE | $2,561 | $3,034-15.6% | $2,381+7.6% | $4,755-46.1% |
| Participant deferral / active EE | $9,109 | $4,679+94.7% | $3,987+128.5% | $6,713+35.7% |
| Admin fee / account holder | $5,551 | $8,667-36.0% | $6,856-19.0% | $11,407-51.3% |