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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 | $126,454 | $88,778+42.4% | $81,844+54.5% | $145,884-13.3% |
| Participation rate | 61.1% | 75.1%-14.0pp | 72.4%-11.3pp | 80.3%-19.2pp |
| Annual return | 9.36% | 1033.03%-1023.7pp | 778.87%-769.5pp | 551.85%-542.5pp |
| Employer contribution / active EE | $481 | $3,087-84.4% | $2,916-83.5% | $4,662-89.7% |
| Participant deferral / active EE | $4,559 | $4,648-1.9% | $4,323+5.4% | $6,690-31.8% |
| Admin fee / account holder | $312 | $8,430-96.3% | $7,355-95.8% | $13,392-97.7% |