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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 | $108,920 | $88,815+22.6% | $81,882+33.0% | $145,897-25.3% |
| Participation rate | 52.6% | 75.1%-22.4pp | 72.4%-19.8pp | 80.3%-27.7pp |
| Annual return | 8.91% | 1033.75%-1024.8pp | 779.47%-770.6pp | 552.29%-543.4pp |
| Employer contribution / active EE | $1,598 | $3,086-48.2% | $2,916-45.2% | $4,663-65.7% |
| Participant deferral / active EE | $6,542 | $4,647+40.8% | $4,323+51.3% | $6,689-2.2% |
| Admin fee / account holder | $2,289 | $8,434-72.9% | $7,360-68.9% | $13,390-82.9% |