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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 | $213,705 | $88,754+140.8% | $81,820+161.2% | $145,877+46.5% |
| Participation rate | 60.0% | 75.1%-15.1pp | 72.4%-12.4pp | 80.3%-20.3pp |
| Annual return | 6.75% | 1031.77%-1025.0pp | 777.93%-771.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $957 | $3,085-69.0% | $2,915-67.2% | $4,663-79.5% |
| Participant deferral / active EE | $1,990 | $4,648-57.2% | $4,323-54.0% | $6,691-70.3% |
| Admin fee / account holder | $2,223 | $8,424-73.6% | $7,391-69.9% | $13,402-83.4% |