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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 | $206,846 | $88,710+133.2% | $81,783+152.9% | $145,959+41.7% |
| Participation rate | 38.9% | 75.0%-36.2pp | 72.4%-33.5pp | 80.3%-41.4pp |
| Annual return | 4.48% | 1027.26%-1022.8pp | 775.05%-770.6pp | 561.95%-557.5pp |
| Employer contribution / active EE | $1,309 | $3,083-57.6% | $2,913-55.1% | $4,661-71.9% |
| Participant deferral / active EE | $4,560 | $4,645-1.8% | $4,320+5.5% | $6,689-31.8% |
| Admin fee / account holder | $858 | $8,407-89.8% | $7,380-88.4% | $13,398-93.6% |