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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 | $112,793 | $102,663+9.9% | $86,216+30.8% | $139,466-19.1% |
| Participation rate | 34.8% | 74.5%-39.7pp | 69.0%-34.2pp | 80.3%-45.5pp |
| Annual return | 0.07% | 1924.52%-1924.4pp | 1169.42%-1169.3pp | 373.66%-373.6pp |
| Employer contribution / active EE | $1,091 | $3,035-64.1% | $2,382-54.2% | $4,754-77.1% |
| Participant deferral / active EE | $3,488 | $4,677-25.4% | $3,986-12.5% | $6,712-48.0% |
| Admin fee / account holder | $2,127 | $8,663-75.4% | $6,853-69.0% | $11,409-81.4% |