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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 | $88,710-9.1% | $81,783-1.4% | $145,959-44.8% |
| Participation rate | 63.6% | 75.0%-11.4pp | 72.4%-8.7pp | 80.3%-16.6pp |
| Annual return | 8.54% | 1027.26%-1018.7pp | 775.05%-766.5pp | 561.95%-553.4pp |
| Employer contribution / active EE | $1,668 | $3,083-45.9% | $2,913-42.7% | $4,661-64.2% |
| Participant deferral / active EE | $9,902 | $4,645+113.2% | $4,320+129.2% | $6,689+48.1% |
| Admin fee / account holder | $382 | $8,407-95.5% | $7,380-94.8% | $13,398-97.2% |