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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 | $110,301 | $65,423+68.6% | $98,477+12.0% | $85,856+28.5% |
| Participation rate | 61.1% | 65.0%-3.9pp | 73.3%-12.2pp | 69.3%-8.2pp |
| Annual return | 8.85% | 21.76%-12.9pp | 1493.59%-1484.7pp | 318.58%-309.7pp |
| Employer contribution / active EE | $2,879 | $2,168+32.8% | $2,961-2.8% | $2,565+12.2% |
| Participant deferral / active EE | $4,747 | $3,167+49.9% | $4,276+11.0% | $3,952+20.1% |
| Admin fee / account holder | $25,983 | $4,594+465.6% | $5,951+336.6% | $6,261+315.0% |