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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 | $90,773 | $109,905-17.4% | $98,506-7.9% | $167,553-45.8% |
| Participation rate | 54.2% | 75.8%-21.7pp | 73.3%-19.2pp | 82.1%-27.9pp |
| Annual return | 8.66% | 1960.20%-1951.5pp | 1494.92%-1486.3pp | 478.89%-470.2pp |
| Employer contribution / active EE | $826 | $3,226-74.4% | $2,961-72.1% | $4,840-82.9% |
| Participant deferral / active EE | $3,200 | $4,674-31.5% | $4,277-25.2% | $6,343-49.5% |
| Admin fee / account holder | $6,935 | $6,760+2.6% | $5,955+16.5% | $12,316-43.7% |