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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 | $107,774 | $60,128+79.2% | $90,440+19.2% | $79,852+35.0% |
| Participation rate | 28.0% | 65.0%-37.0pp | 72.7%-44.7pp | 69.6%-41.6pp |
| Annual return | 7.84% | 71.95%-64.1pp | 1294.38%-1286.5pp | 31.72%-23.9pp |
| Employer contribution / active EE | $1,104 | $2,068-46.6% | $3,263-66.2% | $2,471-55.3% |
| Participant deferral / active EE | $2,038 | $2,939-30.7% | $3,964-48.6% | $3,740-45.5% |
| Admin fee / account holder | $2,527 | $3,977-36.5% | $5,615-55.0% | $5,306-52.4% |