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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 | $169,379 | $102,595+65.1% | $94,057+80.1% | $154,746+9.5% |
| Participation rate | 52.9% | 76.0%-23.1pp | 73.3%-20.4pp | 80.7%-27.8pp |
| Annual return | 7.07% | 583.42%-576.3pp | 480.62%-473.6pp | 172.34%-165.3pp |
| Employer contribution / active EE | $776 | $3,147-75.3% | $2,933-73.5% | $4,379-82.3% |
| Participant deferral / active EE | $1,539 | $5,118-69.9% | $4,709-67.3% | $6,730-77.1% |
| Admin fee / account holder | $3,339 | $7,736-56.8% | $7,244-53.9% | $14,365-76.8% |