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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 | $88,702+62.5% | $81,780+76.3% | $145,978-1.3% |
| Participation rate | 38.5% | 75.0%-36.6pp | 72.4%-33.9pp | 80.3%-41.8pp |
| Annual return | 8.64% | 1029.12%-1020.5pp | 776.27%-767.6pp | 550.52%-541.9pp |
| Employer contribution / active EE | $584 | $3,084-81.1% | $2,914-80.0% | $4,662-87.5% |
| Participant deferral / active EE | $893 | $4,645-80.8% | $4,321-79.3% | $6,690-86.7% |
| Admin fee / account holder | $1,034 | $8,414-87.7% | $7,384-86.0% | $13,400-92.3% |