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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 | $125,582 | $180,749-30.5% | $160,784-21.9% | $137,256-8.5% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.0%-27.0pp | 80.0%-30.0pp |
| Annual return | 9.15% | 2234.46%-2225.3pp | 1803.92%-1794.8pp | 220.34%-211.2pp |
| Employer contribution / active EE | $2,422 | $4,155-41.7% | $3,733-35.1% | $4,156-41.7% |
| Participant deferral / active EE | $2,465 | $6,844-64.0% | $6,293-60.8% | $6,407-61.5% |
| Admin fee / account holder | $3,844 | $10,397-63.0% | $9,717-60.4% | $12,270-68.7% |