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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 | $161,686 | $88,754+82.2% | $81,820+97.6% | $145,877+10.8% |
| Participation rate | 20.0% | 75.1%-55.1pp | 72.4%-52.4pp | 80.3%-60.3pp |
| Annual return | 7.03% | 1031.77%-1024.7pp | 777.93%-770.9pp | 551.28%-544.3pp |
| Employer contribution / active EE | $1,038 | $3,085-66.4% | $2,915-64.4% | $4,663-77.7% |
| Participant deferral / active EE | $2,425 | $4,648-47.8% | $4,323-43.9% | $6,691-63.8% |
| Admin fee / account holder | $888 | $8,424-89.5% | $7,391-88.0% | $13,402-93.4% |