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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 | $107,109 | $57,330+86.8% | $86,656+23.6% | $75,177+42.5% |
| Participation rate | 69.7% | 63.2%+6.5pp | 71.7%-2.0pp | 67.2%+2.5pp |
| Annual return | 11.71% | 2675.40%-2663.7pp | 593.09%-581.4pp | 160.75%-149.0pp |
| Employer contribution / active EE | $1,836 | $2,316-20.8% | $3,025-39.3% | $2,671-31.3% |
| Participant deferral / active EE | $3,461 | $3,320+4.2% | $4,439-22.0% | $4,126-16.1% |
| Admin fee / account holder | $2,907 | $4,115-29.4% | $5,619-48.3% | $5,651-48.6% |