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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 | $164,236 | $88,754+85.0% | $81,820+100.7% | $145,877+12.6% |
| Participation rate | 64.7% | 75.1%-10.4pp | 72.4%-7.7pp | 80.3%-15.6pp |
| Annual return | 8.54% | 1031.77%-1023.2pp | 777.93%-769.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,476 | $3,085-52.2% | $2,915-49.4% | $4,663-68.3% |
| Participant deferral / active EE | $3,999 | $4,648-14.0% | $4,323-7.5% | $6,691-40.2% |
| Admin fee / account holder | $15,054 | $8,424+78.7% | $7,391+103.7% | $13,402+12.3% |