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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 | $104,701 | $88,702+18.0% | $81,780+28.0% | $145,978-28.3% |
| Participation rate | 42.9% | 75.0%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 5.72% | 1029.12%-1023.4pp | 776.27%-770.6pp | 550.52%-544.8pp |
| Employer contribution / active EE | $1,906 | $3,084-38.2% | $2,914-34.6% | $4,662-59.1% |
| Participant deferral / active EE | $0 | $4,645-100.0% | $4,321-100.0% | $6,690-100.0% |
| Admin fee / account holder | $11,069 | $8,414+31.5% | $7,384+49.9% | $13,400-17.4% |