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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 | $147,944 | $72,465+104.2% | $67,575+118.9% | $145,884+1.4% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.34% | 7222.56%-7215.2pp | 3528.98%-3521.6pp | 551.85%-544.5pp |
| Employer contribution / active EE | $525 | $3,074-82.9% | $2,736-80.8% | $4,662-88.7% |
| Participant deferral / active EE | $9,842 | $4,786+105.7% | $4,003+145.8% | $6,690+47.1% |
| Admin fee / account holder | $13,625 | $5,515+147.0% | $3,993+241.2% | $13,392+1.7% |