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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 | $88,754+54.8% | $81,820+67.9% | $145,877-5.8% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 8.83% | 1031.77%-1022.9pp | 777.93%-769.1pp | 551.28%-542.5pp |
| Employer contribution / active EE | $1,921 | $3,085-37.7% | $2,915-34.1% | $4,663-58.8% |
| Participant deferral / active EE | $5,455 | $4,648+17.4% | $4,323+26.2% | $6,691-18.5% |
| Admin fee / account holder | $17,844 | $8,424+111.8% | $7,391+141.4% | $13,402+33.1% |