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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 | $129,767 | $72,071+80.1% | $68,368+89.8% | $137,256-5.5% |
| Participation rate | 60.0% | 76.2%-16.2pp | 73.8%-13.8pp | 80.0%-20.0pp |
| Annual return | 5.43% | 353.14%-347.7pp | 292.57%-287.1pp | 220.34%-214.9pp |
| Employer contribution / active EE | $1,229 | $2,788-55.9% | $2,649-53.6% | $4,156-70.4% |
| Participant deferral / active EE | $2,892 | $4,410-34.4% | $4,123-29.8% | $6,407-54.9% |
| Admin fee / account holder | $1,160 | $5,336-78.3% | $5,150-77.5% | $12,270-90.5% |