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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 | $139,821 | $65,423+113.7% | $98,477+42.0% | $85,856+62.9% |
| Participation rate | 57.6% | 65.0%-7.4pp | 73.3%-15.8pp | 69.3%-11.7pp |
| Annual return | 11.42% | 21.76%-10.3pp | 1493.59%-1482.2pp | 318.58%-307.2pp |
| Employer contribution / active EE | $1,586 | $2,168-26.9% | $2,961-46.4% | $2,565-38.2% |
| Participant deferral / active EE | $2,263 | $3,167-28.5% | $4,276-47.1% | $3,952-42.7% |
| Admin fee / account holder | $9,644 | $4,594+109.9% | $5,951+62.1% | $6,261+54.0% |