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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 | $126,288 | $109,905+14.9% | $98,506+28.2% | $167,553-24.6% |
| Participation rate | 28.6% | 75.8%-47.3pp | 73.3%-44.8pp | 82.1%-53.5pp |
| Annual return | 5.64% | 1960.20%-1954.6pp | 1494.92%-1489.3pp | 478.89%-473.2pp |
| Employer contribution / active EE | $402 | $3,226-87.5% | $2,961-86.4% | $4,840-91.7% |
| Participant deferral / active EE | $3,055 | $4,674-34.6% | $4,277-28.6% | $6,343-51.8% |
| Admin fee / account holder | $1,119 | $6,760-83.4% | $5,955-81.2% | $12,316-90.9% |