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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 | $87,147 | $88,710-1.8% | $81,783+6.6% | $145,959-40.3% |
| Participation rate | 44.4% | 75.0%-30.6pp | 72.4%-27.9pp | 80.3%-35.8pp |
| Annual return | 9.42% | 1027.26%-1017.8pp | 775.05%-765.6pp | 561.95%-552.5pp |
| Employer contribution / active EE | $545 | $3,083-82.3% | $2,913-81.3% | $4,661-88.3% |
| Participant deferral / active EE | $5,674 | $4,645+22.2% | $4,320+31.3% | $6,689-15.2% |
| Admin fee / account holder | $6,026 | $8,407-28.3% | $7,380-18.3% | $13,398-55.0% |