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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 | $101,562 | $72,071+40.9% | $68,368+48.6% | $137,256-26.0% |
| Participation rate | 37.5% | 76.2%-38.7pp | 73.8%-36.3pp | 80.0%-42.5pp |
| Annual return | 11.31% | 353.14%-341.8pp | 292.57%-281.3pp | 220.34%-209.0pp |
| Employer contribution / active EE | $2,789 | $2,7880% | $2,649+5.3% | $4,156-32.9% |
| Participant deferral / active EE | $6,151 | $4,410+39.5% | $4,123+49.2% | $6,407-4.0% |
| Admin fee / account holder | $17,883 | $5,336+235.2% | $5,150+247.2% | $12,270+45.7% |