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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 | $126,439 | $176,688-28.4% | $130,660-3.2% | $152,897-17.3% |
| Participation rate | 28.6% | 79.0%-50.4pp | 71.7%-43.2pp | 82.5%-53.9pp |
| Annual return | 4.69% | 2693.08%-2688.4pp | 1709.29%-1704.6pp | 345.43%-340.7pp |
| Employer contribution / active EE | $147 | $5,743-97.4% | $4,092-96.4% | $4,764-96.9% |
| Participant deferral / active EE | $606 | $4,362-86.1% | $3,603-83.2% | $5,851-89.6% |
| Admin fee / account holder | $15,532 | $7,131+117.8% | $5,463+184.3% | $11,599+33.9% |