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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 | $188,585 | $88,754+112.5% | $81,820+130.5% | $145,877+29.3% |
| Participation rate | 37.5% | 75.1%-37.6pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 9.29% | 1031.77%-1022.5pp | 777.93%-768.6pp | 551.28%-542.0pp |
| Employer contribution / active EE | $1,330 | $3,085-56.9% | $2,915-54.4% | $4,663-71.5% |
| Participant deferral / active EE | $4,425 | $4,648-4.8% | $4,323+2.4% | $6,691-33.9% |
| Admin fee / account holder | $889 | $8,424-89.4% | $7,391-88.0% | $13,402-93.4% |