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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 | $71,935 | $72,465-0.7% | $67,575+6.5% | $145,884-50.7% |
| Participation rate | 55.6% | 76.9%-21.3pp | 72.9%-17.4pp | 80.3%-24.7pp |
| Annual return | 9.03% | 7222.56%-7213.5pp | 3528.98%-3519.9pp | 551.85%-542.8pp |
| Employer contribution / active EE | $1,481 | $3,074-51.8% | $2,736-45.8% | $4,662-68.2% |
| Participant deferral / active EE | $7,109 | $4,786+48.6% | $4,003+77.6% | $6,690+6.3% |
| Admin fee / account holder | $2,951 | $5,515-46.5% | $3,993-26.1% | $13,392-78.0% |