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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 | $90,489+53.0% | $76,051+82.0% | $145,978-5.2% |
| Participation rate | 55.6% | 74.5%-18.9pp | 69.1%-13.5pp | 80.3%-24.7pp |
| Annual return | 7.05% | 622.78%-615.7pp | 360.42%-353.4pp | 550.52%-543.5pp |
| Employer contribution / active EE | $770 | $3,319-76.8% | $2,690-71.4% | $4,662-83.5% |
| Participant deferral / active EE | $2,082 | $5,164-59.7% | $4,257-51.1% | $6,690-68.9% |
| Admin fee / account holder | $5,784 | $8,374-30.9% | $6,416-9.9% | $13,400-56.8% |