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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 | $88,013 | $88,702-0.8% | $81,780+7.6% | $145,978-39.7% |
| Participation rate | 33.3% | 75.0%-41.7pp | 72.4%-39.0pp | 80.3%-47.0pp |
| Annual return | 8.81% | 1029.12%-1020.3pp | 776.27%-767.5pp | 550.52%-541.7pp |
| Employer contribution / active EE | $1,114 | $3,084-63.9% | $2,914-61.8% | $4,662-76.1% |
| Participant deferral / active EE | $3,667 | $4,645-21.1% | $4,321-15.1% | $6,690-45.2% |
| Admin fee / account holder | $852 | $8,414-89.9% | $7,384-88.5% | $13,400-93.6% |