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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 | $135,313 | $72,071+87.7% | $68,368+97.9% | $137,256-1.4% |
| Participation rate | 63.6% | 76.2%-12.6pp | 73.8%-10.1pp | 80.0%-16.3pp |
| Annual return | 11.61% | 353.14%-341.5pp | 292.57%-281.0pp | 220.34%-208.7pp |
| Employer contribution / active EE | $2,147 | $2,788-23.0% | $2,649-18.9% | $4,156-48.3% |
| Participant deferral / active EE | $5,074 | $4,410+15.0% | $4,123+23.1% | $6,407-20.8% |
| Admin fee / account holder | $23,860 | $5,336+347.2% | $5,150+363.3% | $12,270+94.5% |