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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 | $88,291 | $102,595-13.9% | $94,057-6.1% | $154,746-42.9% |
| Participation rate | 36.4% | 76.0%-39.6pp | 73.3%-37.0pp | 80.7%-44.3pp |
| Annual return | 9.66% | 583.42%-573.8pp | 480.62%-471.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $2,551 | $3,147-18.9% | $2,933-13.0% | $4,379-41.7% |
| Participant deferral / active EE | $0 | $5,118-100.0% | $4,709-100.0% | $6,730-100.0% |
| Admin fee / account holder | $3,426 | $7,736-55.7% | $7,244-52.7% | $14,365-76.2% |