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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 | $111,458 | $60,139+85.3% | $90,461+23.2% | $79,856+39.6% |
| Participation rate | 33.9% | 65.0%-31.1pp | 72.7%-38.8pp | 69.6%-35.7pp |
| Annual return | 7.11% | 71.96%-64.9pp | 1294.76%-1287.7pp | 31.71%-24.6pp |
| Employer contribution / active EE | $611 | $2,069-70.5% | $3,264-81.3% | $2,471-75.3% |
| Participant deferral / active EE | $1,658 | $2,939-43.6% | $3,964-58.2% | $3,741-55.7% |
| Admin fee / account holder | $7,581 | $3,978+90.6% | $5,617+35.0% | $5,306+42.9% |