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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 | $124,474 | $72,071+72.7% | $68,368+82.1% | $137,256-9.3% |
| Participation rate | 29.2% | 76.2%-47.1pp | 73.8%-44.6pp | 80.0%-50.8pp |
| Annual return | 10.98% | 353.14%-342.2pp | 292.57%-281.6pp | 220.34%-209.4pp |
| Employer contribution / active EE | $760 | $2,788-72.8% | $2,649-71.3% | $4,156-81.7% |
| Participant deferral / active EE | $1,247 | $4,410-71.7% | $4,123-69.8% | $6,407-80.5% |
| Admin fee / account holder | $11,716 | $5,336+119.6% | $5,150+127.5% | $12,270-4.5% |