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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 | $100,306 | $106,008-5.4% | $92,240+8.7% | $147,586-32.0% |
| Participation rate | 53.8% | 80.4%-26.6pp | 76.5%-22.6pp | 82.8%-29.0pp |
| Annual return | 3.63% | 50.05%-46.4pp | 176.29%-172.7pp | 578.59%-575.0pp |
| Employer contribution / active EE | $1,793 | $4,333-58.6% | $3,680-51.3% | $4,876-63.2% |
| Participant deferral / active EE | $6,819 | $4,478+52.3% | $3,897+75.0% | $5,439+25.4% |
| Admin fee / account holder | $385 | $6,333-93.9% | $5,194-92.6% | $10,886-96.5% |