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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 | $138,447 | $90,530+52.9% | $76,030+82.1% | $145,897-5.1% |
| Participation rate | 55.6% | 74.4%-18.9pp | 69.1%-13.5pp | 80.3%-24.8pp |
| Annual return | 7.05% | 625.08%-618.0pp | 361.54%-354.5pp | 552.29%-545.2pp |
| Employer contribution / active EE | $770 | $3,319-76.8% | $2,688-71.3% | $4,663-83.5% |
| Participant deferral / active EE | $2,082 | $5,164-59.7% | $4,257-51.1% | $6,689-68.9% |
| Admin fee / account holder | $5,784 | $8,383-31.0% | $6,421-9.9% | $13,390-56.8% |