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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 | $123,066 | $149,040-17.4% | $120,225+2.4% | $137,256-10.3% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 8.73% | 605.68%-597.0pp | 439.23%-430.5pp | 220.34%-211.6pp |
| Employer contribution / active EE | $9,833 | $4,350+126.0% | $3,475+182.9% | $4,156+136.6% |
| Participant deferral / active EE | $6,388 | $4,655+37.2% | $3,999+59.7% | $6,407-0.3% |
| Admin fee / account holder | $7,069 | $6,348+11.4% | $5,696+24.1% | $12,270-42.4% |