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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 | $137,403 | $88,815+54.7% | $81,882+67.8% | $145,897-5.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.83% | 1033.75%-1024.9pp | 779.47%-770.6pp | 552.29%-543.5pp |
| Employer contribution / active EE | $1,921 | $3,086-37.8% | $2,916-34.1% | $4,663-58.8% |
| Participant deferral / active EE | $5,455 | $4,647+17.4% | $4,323+26.2% | $6,689-18.5% |
| Admin fee / account holder | $17,844 | $8,434+111.6% | $7,360+142.5% | $13,390+33.3% |