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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 | $102,005 | $111,830-8.8% | $93,696+8.9% | $145,884-30.1% |
| Participation rate | 28.6% | 74.2%-45.6pp | 68.7%-40.1pp | 80.3%-51.7pp |
| Annual return | 4.64% | 204.08%-199.4pp | 133.74%-129.1pp | 551.85%-547.2pp |
| Employer contribution / active EE | $1,149 | $3,093-62.9% | $2,422-52.6% | $4,662-75.4% |
| Participant deferral / active EE | $6,580 | $4,920+33.7% | $4,417+49.0% | $6,690-1.6% |
| Admin fee / account holder | $332 | $10,249-96.8% | $8,287-96.0% | $13,392-97.5% |