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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 | $82,139 | $73,546+11.7% | $63,018+30.3% | $147,586-44.3% |
| Participation rate | 36.4% | 77.9%-41.5pp | 74.8%-38.4pp | 82.8%-46.5pp |
| Annual return | 8.03% | 175.56%-167.5pp | 87.62%-79.6pp | 578.59%-570.6pp |
| Employer contribution / active EE | $4,737 | $3,324+42.5% | $2,761+71.6% | $4,876-2.9% |
| Participant deferral / active EE | $4,683 | $4,185+11.9% | $3,330+40.6% | $5,439-13.9% |
| Admin fee / account holder | $355 | $5,956-94.0% | $3,601-90.2% | $10,886-96.7% |