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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 | $148,572 | $88,778+67.4% | $81,844+81.5% | $145,884+1.8% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.05% | 1033.03%-1026.0pp | 778.87%-771.8pp | 551.85%-544.8pp |
| Employer contribution / active EE | $1,834 | $3,087-40.6% | $2,916-37.1% | $4,662-60.7% |
| Participant deferral / active EE | $4,601 | $4,648-1.0% | $4,323+6.4% | $6,690-31.2% |
| Admin fee / account holder | $32,844 | $8,430+289.6% | $7,355+346.5% | $13,392+145.3% |