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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 | $156,787 | $96,388+62.7% | $80,627+94.5% | $139,466+12.4% |
| Participation rate | 33.3% | 73.6%-40.3pp | 67.0%-33.7pp | 80.3%-47.0pp |
| Annual return | 7.45% | 1352.08%-1344.6pp | 936.76%-929.3pp | 373.66%-366.2pp |
| Employer contribution / active EE | $3,342 | $3,260+2.5% | $2,723+22.7% | $4,754-29.7% |
| Participant deferral / active EE | $6,833 | $5,224+30.8% | $4,443+53.8% | $6,712+1.8% |
| Admin fee / account holder | $867 | $6,603-86.9% | $5,381-83.9% | $11,409-92.4% |