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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 | $101,589 | $109,905-7.6% | $98,506+3.1% | $167,553-39.4% |
| Participation rate | 55.0% | 75.8%-20.8pp | 73.3%-18.3pp | 82.1%-27.1pp |
| Annual return | 8.74% | 1960.20%-1951.5pp | 1494.92%-1486.2pp | 478.89%-470.1pp |
| Employer contribution / active EE | $2,301 | $3,226-28.7% | $2,961-22.3% | $4,840-52.5% |
| Participant deferral / active EE | $3,045 | $4,674-34.9% | $4,277-28.8% | $6,343-52.0% |
| Admin fee / account holder | $812 | $6,760-88.0% | $5,955-86.4% | $12,316-93.4% |