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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 | $124,644 | $65,555+90.1% | $86,216+44.6% | $75,173+65.8% |
| Participation rate | 52.4% | 60.5%-8.1pp | 69.0%-16.6pp | 67.2%-14.8pp |
| Annual return | 7.64% | 46.07%-38.4pp | 1169.42%-1161.8pp | 160.72%-153.1pp |
| Employer contribution / active EE | $1,548 | $1,553-0.3% | $2,382-35.0% | $2,671-42.0% |
| Participant deferral / active EE | $2,772 | $3,023-8.3% | $3,986-30.5% | $4,126-32.8% |
| Admin fee / account holder | $5,041 | $5,469-7.8% | $6,853-26.4% | $5,651-10.8% |