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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 | $144,259 | $88,778+62.5% | $81,844+76.3% | $145,884-1.1% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 7.41% | 1033.03%-1025.6pp | 778.87%-771.5pp | 551.85%-544.4pp |
| Employer contribution / active EE | $1,020 | $3,087-67.0% | $2,916-65.0% | $4,662-78.1% |
| Participant deferral / active EE | $4,393 | $4,648-5.5% | $4,323+1.6% | $6,690-34.3% |
| Admin fee / account holder | $2,967 | $8,430-64.8% | $7,355-59.7% | $13,392-77.8% |