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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 | $92,857 | $111,785-16.9% | $93,669-0.9% | $145,877-36.3% |
| Participation rate | 40.0% | 74.2%-34.2pp | 68.7%-28.7pp | 80.3%-40.3pp |
| Annual return | 7.73% | 203.79%-196.1pp | 133.59%-125.9pp | 551.28%-543.6pp |
| Employer contribution / active EE | $1,055 | $3,096-65.9% | $2,424-56.5% | $4,663-77.4% |
| Participant deferral / active EE | $6,988 | $4,919+42.1% | $4,416+58.3% | $6,691+4.4% |
| Admin fee / account holder | $5,188 | $10,256-49.4% | $8,291-37.4% | $13,402-61.3% |