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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 | $171,689 | $88,754+93.4% | $81,820+109.8% | $145,877+17.7% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.38% | 1031.77%-1023.4pp | 777.93%-769.6pp | 551.28%-542.9pp |
| Employer contribution / active EE | $780 | $3,085-74.7% | $2,915-73.2% | $4,663-83.3% |
| Participant deferral / active EE | $3,540 | $4,648-23.8% | $4,323-18.1% | $6,691-47.1% |
| Admin fee / account holder | $1,719 | $8,424-79.6% | $7,391-76.7% | $13,402-87.2% |