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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 | $133,051 | $60,139+121.2% | $90,461+47.1% | $79,856+66.6% |
| Participation rate | 46.2% | 65.0%-18.8pp | 72.7%-26.5pp | 69.6%-23.5pp |
| Annual return | 8.12% | 71.96%-63.8pp | 1294.76%-1286.6pp | 31.71%-23.6pp |
| Employer contribution / active EE | $1,026 | $2,069-50.4% | $3,264-68.6% | $2,471-58.5% |
| Participant deferral / active EE | $3,734 | $2,939+27.1% | $3,964-5.8% | $3,741-0.2% |
| Admin fee / account holder | $20,929 | $3,978+426.1% | $5,617+272.6% | $5,306+294.4% |