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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 | $88,710+14.0% | $81,783+23.7% | $145,959-30.7% |
| Participation rate | 12.5% | 75.0%-62.5pp | 72.4%-59.9pp | 80.3%-67.8pp |
| Annual return | 8.58% | 1027.26%-1018.7pp | 775.05%-766.5pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,218 | $3,083-60.5% | $2,913-58.2% | $4,661-73.9% |
| Participant deferral / active EE | $1,826 | $4,645-60.7% | $4,320-57.7% | $6,689-72.7% |
| Admin fee / account holder | $419 | $8,407-95.0% | $7,380-94.3% | $13,398-96.9% |