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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 | $111,989 | $88,778+26.1% | $81,844+36.8% | $145,884-23.2% |
| Participation rate | 44.4% | 75.1%-30.6pp | 72.4%-27.9pp | 80.3%-35.9pp |
| Annual return | 9.04% | 1033.03%-1024.0pp | 778.87%-769.8pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,430 | $3,087-53.7% | $2,916-51.0% | $4,662-69.3% |
| Participant deferral / active EE | $3,872 | $4,648-16.7% | $4,323-10.5% | $6,690-42.1% |
| Admin fee / account holder | $724 | $8,430-91.4% | $7,355-90.2% | $13,392-94.6% |