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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 | $101,215 | $88,815+14.0% | $81,882+23.6% | $145,897-30.6% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 8.31% | 1033.75%-1025.4pp | 779.47%-771.2pp | 552.29%-544.0pp |
| Employer contribution / active EE | $1,093 | $3,086-64.6% | $2,916-62.5% | $4,663-76.6% |
| Participant deferral / active EE | $3,665 | $4,647-21.1% | $4,323-15.2% | $6,689-45.2% |
| Admin fee / account holder | $820 | $8,434-90.3% | $7,360-88.9% | $13,390-93.9% |