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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 | $116,345 | $96,691+20.3% | $86,656+34.3% | $139,487-16.6% |
| Participation rate | 62.5% | 74.4%-11.9pp | 71.7%-9.2pp | 80.3%-17.8pp |
| Annual return | 9.86% | 106.87%-97.0pp | 593.09%-583.2pp | 373.84%-364.0pp |
| Employer contribution / active EE | $993 | $3,267-69.6% | $3,025-67.2% | $4,755-79.1% |
| Participant deferral / active EE | $6,797 | $4,838+40.5% | $4,439+53.1% | $6,713+1.3% |
| Admin fee / account holder | $494 | $6,414-92.3% | $5,619-91.2% | $11,407-95.7% |