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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 | $109,384 | $88,710+23.3% | $81,783+33.7% | $145,959-25.1% |
| Participation rate | 21.4% | 75.0%-53.6pp | 72.4%-50.9pp | 80.3%-58.9pp |
| Annual return | 1.08% | 1027.26%-1026.2pp | 775.05%-774.0pp | 561.95%-560.9pp |
| Employer contribution / active EE | $376 | $3,083-87.8% | $2,913-87.1% | $4,661-91.9% |
| Participant deferral / active EE | $1,653 | $4,645-64.4% | $4,320-61.7% | $6,689-75.3% |
| Admin fee / account holder | $2,116 | $8,407-74.8% | $7,380-71.3% | $13,398-84.2% |