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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 | $85,233 | $88,710-3.9% | $81,783+4.2% | $145,959-41.6% |
| Participation rate | 46.2% | 75.0%-28.9pp | 72.4%-26.2pp | 80.3%-34.1pp |
| Annual return | 5.87% | 1027.26%-1021.4pp | 775.05%-769.2pp | 561.95%-556.1pp |
| Employer contribution / active EE | $909 | $3,083-70.5% | $2,913-68.8% | $4,661-80.5% |
| Participant deferral / active EE | $5,581 | $4,645+20.2% | $4,320+29.2% | $6,689-16.6% |
| Admin fee / account holder | $3,701 | $8,407-56.0% | $7,380-49.9% | $13,398-72.4% |