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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 | $121,157 | $65,555+84.8% | $86,216+40.5% | $75,173+61.2% |
| Participation rate | 35.1% | 60.5%-25.3pp | 69.0%-33.8pp | 67.2%-32.1pp |
| Annual return | 10.65% | 46.07%-35.4pp | 1169.42%-1158.8pp | 160.72%-150.1pp |
| Employer contribution / active EE | $3,250 | $1,553+109.2% | $2,382+36.5% | $2,671+21.7% |
| Participant deferral / active EE | $1,810 | $3,023-40.1% | $3,986-54.6% | $4,126-56.1% |
| Admin fee / account holder | $12,913 | $5,469+136.1% | $6,853+88.4% | $5,651+128.5% |