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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 | $84,904 | $106,003-19.9% | $92,236-7.9% | $147,585-42.5% |
| Participation rate | 58.3% | 80.4%-22.1pp | 76.5%-18.1pp | 82.8%-24.5pp |
| Annual return | 8.66% | 50.05%-41.4pp | 176.29%-167.6pp | 578.57%-569.9pp |
| Employer contribution / active EE | $1,112 | $4,333-74.3% | $3,679-69.8% | $4,876-77.2% |
| Participant deferral / active EE | $1,291 | $4,478-71.2% | $3,897-66.9% | $5,439-76.3% |
| Admin fee / account holder | $5,934 | $6,333-6.3% | $5,194+14.2% | $10,885-45.5% |