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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 | $82,736 | $176,120-53.0% | $159,487-48.1% | $167,553-50.6% |
| Participation rate | 50.0% | 85.0%-35.0pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 8.32% | 331.95%-323.6pp | 263.71%-255.4pp | 478.89%-470.6pp |
| Employer contribution / active EE | $8,175 | $5,299+54.3% | $4,831+69.2% | $4,840+68.9% |
| Participant deferral / active EE | $3,281 | $7,752-57.7% | $7,354-55.4% | $6,343-48.3% |
| Admin fee / account holder | $914 | $12,561-92.7% | $10,804-91.5% | $12,316-92.6% |