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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 | $67,987 | $88,702-23.4% | $81,780-16.9% | $145,978-53.4% |
| Participation rate | 50.0% | 75.0%-25.0pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 9.14% | 1029.12%-1020.0pp | 776.27%-767.1pp | 550.52%-541.4pp |
| Employer contribution / active EE | $830 | $3,084-73.1% | $2,914-71.5% | $4,662-82.2% |
| Participant deferral / active EE | $6,018 | $4,645+29.5% | $4,321+39.3% | $6,690-10.0% |
| Admin fee / account holder | $1,250 | $8,414-85.1% | $7,384-83.1% | $13,400-90.7% |