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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 | $167,596 | $111,878+49.8% | $93,727+78.8% | $145,897+14.9% |
| Participation rate | 41.7% | 74.2%-32.5pp | 68.7%-27.0pp | 80.3%-38.6pp |
| Annual return | 0.72% | 204.28%-203.6pp | 133.83%-133.1pp | 552.29%-551.6pp |
| Employer contribution / active EE | $1,901 | $3,092-38.5% | $2,421-21.5% | $4,663-59.2% |
| Participant deferral / active EE | $3,888 | $4,920-21.0% | $4,417-12.0% | $6,689-41.9% |
| Admin fee / account holder | $3,431 | $10,256-66.5% | $8,292-58.6% | $13,390-74.4% |