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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 | $108,942 | $60,139+81.1% | $90,461+20.4% | $79,856+36.4% |
| Participation rate | 57.5% | 65.0%-7.5pp | 72.7%-15.2pp | 69.6%-12.1pp |
| Annual return | 4.60% | 71.96%-67.4pp | 1294.76%-1290.2pp | 31.71%-27.1pp |
| Employer contribution / active EE | $1,631 | $2,069-21.2% | $3,264-50.0% | $2,471-34.0% |
| Participant deferral / active EE | $3,917 | $2,939+33.3% | $3,964-1.2% | $3,741+4.7% |
| Admin fee / account holder | $7,281 | $3,978+83.0% | $5,617+29.6% | $5,306+37.2% |