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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 | $84,998 | $114,130-25.5% | $96,192-11.6% | $167,553-49.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 4.12% | 190.07%-185.9pp | 192.09%-188.0pp | 478.89%-474.8pp |
| Employer contribution / active EE | $1,738 | $3,431-49.4% | $2,799-37.9% | $4,840-64.1% |
| Participant deferral / active EE | $4,014 | $5,198-22.8% | $4,351-7.8% | $6,343-36.7% |
| Admin fee / account holder | $2,460 | $6,901-64.4% | $5,539-55.6% | $12,316-80.0% |