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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 | $170,343 | $88,754+91.9% | $81,820+108.2% | $145,877+16.8% |
| Participation rate | 33.3% | 75.1%-41.7pp | 72.4%-39.1pp | 80.3%-47.0pp |
| Annual return | 9.04% | 1031.77%-1022.7pp | 777.93%-768.9pp | 551.28%-542.2pp |
| Employer contribution / active EE | $1,890 | $3,085-38.8% | $2,915-35.2% | $4,663-59.5% |
| Participant deferral / active EE | $6,170 | $4,648+32.8% | $4,323+42.7% | $6,691-7.8% |
| Admin fee / account holder | $953 | $8,424-88.7% | $7,391-87.1% | $13,402-92.9% |