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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 | $97,256 | $106,008-8.3% | $92,240+5.4% | $147,586-34.1% |
| Participation rate | 45.5% | 80.4%-35.0pp | 76.5%-31.0pp | 82.8%-37.4pp |
| Annual return | 8.90% | 50.05%-41.2pp | 176.29%-167.4pp | 578.59%-569.7pp |
| Employer contribution / active EE | $1,687 | $4,333-61.1% | $3,680-54.1% | $4,876-65.4% |
| Participant deferral / active EE | $3,504 | $4,478-21.8% | $3,897-10.1% | $5,439-35.6% |
| Admin fee / account holder | $7,163 | $6,333+13.1% | $5,194+37.9% | $10,886-34.2% |