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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 | $155,087 | $72,071+115.2% | $68,368+126.8% | $137,256+13.0% |
| Participation rate | 18.8% | 76.2%-57.5pp | 73.8%-55.0pp | 80.0%-61.2pp |
| Annual return | 5.89% | 353.14%-347.3pp | 292.57%-286.7pp | 220.34%-214.5pp |
| Employer contribution / active EE | $1,154 | $2,788-58.6% | $2,649-56.4% | $4,156-72.2% |
| Participant deferral / active EE | $4,130 | $4,410-6.3% | $4,123+0.2% | $6,407-35.5% |
| Admin fee / account holder | $1,850 | $5,336-65.3% | $5,150-64.1% | $12,270-84.9% |