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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 | $101,168 | $88,815+13.9% | $81,882+23.6% | $145,897-30.7% |
| Participation rate | 12.5% | 75.1%-62.6pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 8.58% | 1033.75%-1025.2pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,218 | $3,086-60.6% | $2,916-58.2% | $4,663-73.9% |
| Participant deferral / active EE | $1,826 | $4,647-60.7% | $4,323-57.8% | $6,689-72.7% |
| Admin fee / account holder | $419 | $8,434-95.0% | $7,360-94.3% | $13,390-96.9% |