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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 | $144,151 | $88,778+62.4% | $81,844+76.1% | $145,884-1.2% |
| Participation rate | 38.5% | 75.1%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 8.64% | 1033.03%-1024.4pp | 778.87%-770.2pp | 551.85%-543.2pp |
| Employer contribution / active EE | $584 | $3,087-81.1% | $2,916-80.0% | $4,662-87.5% |
| Participant deferral / active EE | $893 | $4,648-80.8% | $4,323-79.4% | $6,690-86.7% |
| Admin fee / account holder | $1,034 | $8,430-87.7% | $7,355-85.9% | $13,392-92.3% |