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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 | $88,815-9.2% | $81,882-1.5% | $145,897-44.7% |
| Participation rate | 63.6% | 75.1%-11.4pp | 72.4%-8.8pp | 80.3%-16.7pp |
| Annual return | 8.54% | 1033.75%-1025.2pp | 779.47%-770.9pp | 552.29%-543.7pp |
| Employer contribution / active EE | $1,668 | $3,086-45.9% | $2,916-42.8% | $4,663-64.2% |
| Participant deferral / active EE | $9,902 | $4,647+113.1% | $4,323+129.1% | $6,689+48.0% |
| Admin fee / account holder | $382 | $8,434-95.5% | $7,360-94.8% | $13,390-97.2% |