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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 | $127,775 | $65,555+94.9% | $86,216+48.2% | $75,173+70.0% |
| Participation rate | 38.5% | 60.5%-22.0pp | 69.0%-30.5pp | 67.2%-28.7pp |
| Annual return | 12.31% | 46.07%-33.8pp | 1169.42%-1157.1pp | 160.72%-148.4pp |
| Employer contribution / active EE | $763 | $1,553-50.9% | $2,382-68.0% | $2,671-71.4% |
| Participant deferral / active EE | $3,927 | $3,023+29.9% | $3,986-1.5% | $4,126-4.8% |
| Admin fee / account holder | $11,098 | $5,469+102.9% | $6,853+61.9% | $5,651+96.4% |