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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 | $102,542 | $88,815+15.5% | $81,882+25.2% | $145,897-29.7% |
| Participation rate | 52.4% | 75.1%-22.7pp | 72.4%-20.0pp | 80.3%-27.9pp |
| Annual return | 8.19% | 1033.75%-1025.6pp | 779.47%-771.3pp | 552.29%-544.1pp |
| Employer contribution / active EE | $1,632 | $3,086-47.1% | $2,916-44.0% | $4,663-65.0% |
| Participant deferral / active EE | $4,345 | $4,647-6.5% | $4,323+0.5% | $6,689-35.0% |
| Admin fee / account holder | $3,278 | $8,434-61.1% | $7,360-55.5% | $13,390-75.5% |