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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 | $88,710+112.6% | $81,783+130.6% | $145,959+29.2% |
| Participation rate | 37.5% | 75.0%-37.5pp | 72.4%-34.9pp | 80.3%-42.8pp |
| Annual return | 9.29% | 1027.26%-1018.0pp | 775.05%-765.8pp | 561.95%-552.7pp |
| Employer contribution / active EE | $1,330 | $3,083-56.9% | $2,913-54.3% | $4,661-71.5% |
| Participant deferral / active EE | $4,425 | $4,645-4.7% | $4,320+2.4% | $6,689-33.8% |
| Admin fee / account holder | $889 | $8,407-89.4% | $7,380-88.0% | $13,398-93.4% |