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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 | $100,531 | $88,815+13.2% | $81,882+22.8% | $145,897-31.1% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 8.82% | 1033.75%-1024.9pp | 779.47%-770.7pp | 552.29%-543.5pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,275 | $4,647-51.0% | $4,323-47.4% | $6,689-66.0% |
| Admin fee / account holder | $8,817 | $8,434+4.5% | $7,360+19.8% | $13,390-34.2% |