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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 | $85,207 | $88,754-4.0% | $81,820+4.1% | $145,877-41.6% |
| Participation rate | 45.0% | 75.1%-30.1pp | 72.4%-27.4pp | 80.3%-35.3pp |
| Annual return | 8.71% | 1031.77%-1023.1pp | 777.93%-769.2pp | 551.28%-542.6pp |
| Employer contribution / active EE | $1,777 | $3,085-42.4% | $2,915-39.0% | $4,663-61.9% |
| Participant deferral / active EE | $2,594 | $4,648-44.2% | $4,323-40.0% | $6,691-61.2% |
| Admin fee / account holder | $963 | $8,424-88.6% | $7,391-87.0% | $13,402-92.8% |