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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 | $90,328 | $88,754+1.8% | $81,820+10.4% | $145,877-38.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.21% | 1031.77%-1023.6pp | 777.93%-769.7pp | 551.28%-543.1pp |
| Employer contribution / active EE | $5,168 | $3,085+67.5% | $2,915+77.3% | $4,663+10.8% |
| Participant deferral / active EE | $10,338 | $4,648+122.4% | $4,323+139.2% | $6,691+54.5% |
| Admin fee / account holder | $7,821 | $8,424-7.2% | $7,391+5.8% | $13,402-41.6% |