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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 | $97,284 | $102,595-5.2% | $94,057+3.4% | $154,746-37.1% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 9.61% | 583.42%-573.8pp | 480.62%-471.0pp | 172.34%-162.7pp |
| Employer contribution / active EE | $1,972 | $3,147-37.4% | $2,933-32.8% | $4,379-55.0% |
| Participant deferral / active EE | $2,381 | $5,118-53.5% | $4,709-49.4% | $6,730-64.6% |
| Admin fee / account holder | $849 | $7,736-89.0% | $7,244-88.3% | $14,365-94.1% |