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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 | $116,048 | $72,465+60.1% | $67,575+71.7% | $145,884-20.5% |
| Participation rate | 50.0% | 76.9%-26.9pp | 72.9%-22.9pp | 80.3%-30.3pp |
| Annual return | 8.60% | 7222.56%-7214.0pp | 3528.98%-3520.4pp | 551.85%-543.2pp |
| Employer contribution / active EE | $1,333 | $3,074-56.6% | $2,736-51.3% | $4,662-71.4% |
| Participant deferral / active EE | $8,231 | $4,786+72.0% | $4,003+105.6% | $6,690+23.0% |
| Admin fee / account holder | $474 | $5,515-91.4% | $3,993-88.1% | $13,392-96.5% |