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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 | $241,336 | $109,863+119.7% | $98,477+145.1% | $167,518+44.1% |
| Participation rate | 50.0% | 75.8%-25.8pp | 73.3%-23.3pp | 82.1%-32.1pp |
| Annual return | 8.45% | 1958.09%-1949.6pp | 1493.59%-1485.1pp | 478.71%-470.3pp |
| Employer contribution / active EE | $1,520 | $3,225-52.9% | $2,961-48.7% | $4,838-68.6% |
| Participant deferral / active EE | $9,501 | $4,673+103.3% | $4,276+122.2% | $6,342+49.8% |
| Admin fee / account holder | $450 | $6,755-93.3% | $5,951-92.4% | $12,312-96.3% |