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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 | $106,966 | $88,778+20.5% | $81,844+30.7% | $145,884-26.7% |
| Participation rate | 68.8% | 75.1%-6.3pp | 72.4%-3.6pp | 80.3%-11.6pp |
| Annual return | 6.60% | 1033.03%-1026.4pp | 778.87%-772.3pp | 551.85%-545.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,833 | $4,648+47.0% | $4,323+58.0% | $6,690+2.1% |
| Admin fee / account holder | $4,684 | $8,430-44.4% | $7,355-36.3% | $13,392-65.0% |