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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 | $94,066 | $88,778+6.0% | $81,844+14.9% | $145,884-35.5% |
| Participation rate | 50.0% | 75.1%-25.1pp | 72.4%-22.4pp | 80.3%-30.3pp |
| Annual return | 7.83% | 1033.03%-1025.2pp | 778.87%-771.0pp | 551.85%-544.0pp |
| Employer contribution / active EE | $11,150 | $3,087+261.2% | $2,916+282.3% | $4,662+139.2% |
| Participant deferral / active EE | $3,750 | $4,648-19.3% | $4,323-13.3% | $6,690-43.9% |
| Admin fee / account holder | $716 | $8,430-91.5% | $7,355-90.3% | $13,392-94.7% |