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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 | $157,624 | $118,695+32.8% | $98,916+59.4% | $158,950-0.8% |
| Participation rate | 33.3% | 77.8%-44.5pp | 76.0%-42.7pp | 82.0%-48.6pp |
| Annual return | 4.69% | 372.39%-367.7pp | 196.45%-191.8pp | 302.91%-298.2pp |
| Employer contribution / active EE | $1,038 | $3,333-68.9% | $2,689-61.4% | $4,762-78.2% |
| Participant deferral / active EE | $4,398 | $5,088-13.6% | $4,245+3.6% | $5,983-26.5% |
| Admin fee / account holder | $11,106 | $10,132+9.6% | $6,642+67.2% | $11,248-1.3% |