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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 | $125,378 | $109,863+14.1% | $98,477+27.3% | $167,518-25.2% |
| Participation rate | 47.6% | 75.8%-28.2pp | 73.3%-25.7pp | 82.1%-34.5pp |
| Annual return | 6.93% | 1958.09%-1951.2pp | 1493.59%-1486.7pp | 478.71%-471.8pp |
| Employer contribution / active EE | $558 | $3,225-82.7% | $2,961-81.2% | $4,838-88.5% |
| Participant deferral / active EE | $5,568 | $4,673+19.1% | $4,276+30.2% | $6,342-12.2% |
| Admin fee / account holder | $1,092 | $6,755-83.8% | $5,951-81.6% | $12,312-91.1% |