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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 | $106,221 | $72,071+47.4% | $68,368+55.4% | $137,256-22.6% |
| Participation rate | 54.5% | 76.2%-21.7pp | 73.8%-19.2pp | 80.0%-25.4pp |
| Annual return | 8.17% | 353.14%-345.0pp | 292.57%-284.4pp | 220.34%-212.2pp |
| Employer contribution / active EE | $3,432 | $2,788+23.1% | $2,649+29.6% | $4,156-17.4% |
| Participant deferral / active EE | $8,679 | $4,410+96.8% | $4,123+110.5% | $6,407+35.5% |
| Admin fee / account holder | $974 | $5,336-81.7% | $5,150-81.1% | $12,270-92.1% |