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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 | $83,458 | $96,678-13.7% | $86,640-3.7% | $139,466-40.2% |
| Participation rate | 15.4% | 74.4%-59.0pp | 71.7%-56.3pp | 80.3%-64.9pp |
| Annual return | 7.46% | 106.69%-99.2pp | 592.52%-585.1pp | 373.66%-366.2pp |
| Employer contribution / active EE | $2,301 | $3,265-29.5% | $3,024-23.9% | $4,754-51.6% |
| Participant deferral / active EE | $4,894 | $4,837+1.2% | $4,438+10.3% | $6,712-27.1% |
| Admin fee / account holder | $4,280 | $6,410-33.2% | $5,616-23.8% | $11,409-62.5% |