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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 | $170,343 | $88,710+92.0% | $81,783+108.3% | $145,959+16.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 9.04% | 1027.26%-1018.2pp | 775.05%-766.0pp | 561.95%-552.9pp |
| Employer contribution / active EE | $1,890 | $3,083-38.7% | $2,913-35.1% | $4,661-59.5% |
| Participant deferral / active EE | $6,170 | $4,645+32.8% | $4,320+42.8% | $6,689-7.7% |
| Admin fee / account holder | $953 | $8,407-88.7% | $7,380-87.1% | $13,398-92.9% |