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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 | $88,710-3.9% | $81,783+4.2% | $145,959-41.6% |
| Participation rate | 45.0% | 75.0%-30.0pp | 72.4%-27.4pp | 80.3%-35.3pp |
| Annual return | 8.71% | 1027.26%-1018.5pp | 775.05%-766.3pp | 561.95%-553.2pp |
| Employer contribution / active EE | $1,777 | $3,083-42.4% | $2,913-39.0% | $4,661-61.9% |
| Participant deferral / active EE | $2,594 | $4,645-44.2% | $4,320-40.0% | $6,689-61.2% |
| Admin fee / account holder | $963 | $8,407-88.5% | $7,380-86.9% | $13,398-92.8% |