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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 | $98,446 | $88,710+11.0% | $81,783+20.4% | $145,959-32.6% |
| Participation rate | 35.3% | 75.0%-39.7pp | 72.4%-37.1pp | 80.3%-45.0pp |
| Annual return | 5.95% | 1027.26%-1021.3pp | 775.05%-769.1pp | 561.95%-556.0pp |
| Employer contribution / active EE | $850 | $3,083-72.4% | $2,913-70.8% | $4,661-81.8% |
| Participant deferral / active EE | $2,639 | $4,645-43.2% | $4,320-38.9% | $6,689-60.5% |
| Admin fee / account holder | $1,119 | $8,407-86.7% | $7,380-84.8% | $13,398-91.6% |