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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 | $110,063 | $88,702+24.1% | $81,780+34.6% | $145,978-24.6% |
| Participation rate | 35.3% | 75.0%-39.8pp | 72.4%-37.1pp | 80.3%-45.0pp |
| Annual return | 7.57% | 1029.12%-1021.6pp | 776.27%-768.7pp | 550.52%-542.9pp |
| Employer contribution / active EE | $663 | $3,084-78.5% | $2,914-77.3% | $4,662-85.8% |
| Participant deferral / active EE | $3,364 | $4,645-27.6% | $4,321-22.1% | $6,690-49.7% |
| Admin fee / account holder | $2,300 | $8,414-72.7% | $7,384-68.8% | $13,400-82.8% |