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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 | $155,730 | $72,446+115.0% | $67,561+130.5% | $145,877+6.8% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 7.71% | 7211.98%-7204.3pp | 3525.44%-3517.7pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,712 | $3,072-44.3% | $2,735-37.4% | $4,663-63.3% |
| Participant deferral / active EE | $9,992 | $4,785+108.8% | $4,003+149.6% | $6,691+49.3% |
| Admin fee / account holder | $640 | $5,541-88.5% | $4,006-84.0% | $13,402-95.2% |