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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 | $84,884 | $150,445-43.6% | $136,297-37.7% | $147,585-42.5% |
| Participation rate | 62.5% | 84.4%-21.9pp | 81.9%-19.4pp | 82.8%-20.3pp |
| Annual return | 8.80% | 1049.14%-1040.3pp | 5156.16%-5147.4pp | 578.57%-569.8pp |
| Employer contribution / active EE | $1,516 | $5,256-71.2% | $4,696-67.7% | $4,876-68.9% |
| Participant deferral / active EE | $12,473 | $6,631+88.1% | $6,247+99.7% | $5,439+129.3% |
| Admin fee / account holder | $8,296 | $10,906-23.9% | $9,244-10.3% | $10,885-23.8% |