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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 | $88,702+67.5% | $81,780+81.7% | $145,978+1.8% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.05% | 1029.12%-1022.1pp | 776.27%-769.2pp | 550.52%-543.5pp |
| Employer contribution / active EE | $1,834 | $3,084-40.5% | $2,914-37.1% | $4,662-60.7% |
| Participant deferral / active EE | $4,601 | $4,645-1.0% | $4,321+6.5% | $6,690-31.2% |
| Admin fee / account holder | $32,844 | $8,414+290.3% | $7,384+344.8% | $13,400+145.1% |