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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 | $80,642 | $88,754-9.1% | $81,820-1.4% | $145,877-44.7% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.7pp | 80.3%-16.7pp |
| Annual return | 8.54% | 1031.77%-1023.2pp | 777.93%-769.4pp | 551.28%-542.7pp |
| Employer contribution / active EE | $1,668 | $3,085-45.9% | $2,915-42.8% | $4,663-64.2% |
| Participant deferral / active EE | $9,902 | $4,648+113.1% | $4,323+129.1% | $6,691+48.0% |
| Admin fee / account holder | $382 | $8,424-95.5% | $7,391-94.8% | $13,402-97.2% |