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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 | $134,341 | $88,815+51.3% | $81,882+64.1% | $145,897-7.9% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.83% | 1033.75%-1024.9pp | 779.47%-770.6pp | 552.29%-543.5pp |
| Employer contribution / active EE | $2,646 | $3,086-14.3% | $2,916-9.3% | $4,663-43.3% |
| Participant deferral / active EE | $8,638 | $4,647+85.9% | $4,323+99.8% | $6,689+29.1% |
| Admin fee / account holder | $1,000 | $8,434-88.1% | $7,360-86.4% | $13,390-92.5% |