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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 | $126,607 | $60,128+110.6% | $90,440+40.0% | $79,852+58.6% |
| Participation rate | 34.8% | 65.0%-30.2pp | 72.7%-37.9pp | 69.6%-34.9pp |
| Annual return | 7.21% | 71.95%-64.7pp | 1294.38%-1287.2pp | 31.72%-24.5pp |
| Employer contribution / active EE | $853 | $2,068-58.8% | $3,263-73.9% | $2,471-65.5% |
| Participant deferral / active EE | $1,562 | $2,939-46.8% | $3,964-60.6% | $3,740-58.2% |
| Admin fee / account holder | $3,545 | $3,977-10.9% | $5,615-36.9% | $5,306-33.2% |