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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 | $87,479 | $202,342-56.8% | $172,752-49.4% | $152,897-42.8% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 9.04% | 1029.83%-1020.8pp | 802.97%-793.9pp | 345.43%-336.4pp |
| Employer contribution / active EE | $2,674 | $5,858-54.4% | $5,144-48.0% | $4,764-43.9% |
| Participant deferral / active EE | $7,696 | $5,948+29.4% | $5,198+48.1% | $5,851+31.5% |
| Admin fee / account holder | $885 | $17,111-94.8% | $13,955-93.7% | $11,599-92.4% |