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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 | $89,256 | $88,754+0.6% | $81,820+9.1% | $145,877-38.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 8.08% | 1031.77%-1023.7pp | 777.93%-769.9pp | 551.28%-543.2pp |
| Employer contribution / active EE | $1,096 | $3,085-64.5% | $2,915-62.4% | $4,663-76.5% |
| Participant deferral / active EE | $3,982 | $4,648-14.3% | $4,323-7.9% | $6,691-40.5% |
| Admin fee / account holder | $2,856 | $8,424-66.1% | $7,391-61.3% | $13,402-78.7% |