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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 | $142,435 | $109,967+29.5% | $97,197+46.5% | $145,877-2.4% |
| Participation rate | 37.5% | 76.0%-38.5pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 5.97% | 244.27%-238.3pp | 75.47%-69.5pp | 551.28%-545.3pp |
| Employer contribution / active EE | $1,329 | $3,077-56.8% | $2,723-51.2% | $4,663-71.5% |
| Participant deferral / active EE | $2,762 | $4,676-40.9% | $4,263-35.2% | $6,691-58.7% |
| Admin fee / account holder | $727 | $6,199-88.3% | $5,637-87.1% | $13,402-94.6% |