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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 | $119,907 | $180,749-33.7% | $160,784-25.4% | $137,256-12.6% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.0%-17.0pp | 80.0%-20.0pp |
| Annual return | 10.28% | 2234.46%-2224.2pp | 1803.92%-1793.6pp | 220.34%-210.1pp |
| Employer contribution / active EE | $1,077 | $4,155-74.1% | $3,733-71.1% | $4,156-74.1% |
| Participant deferral / active EE | $3,206 | $6,844-53.2% | $6,293-49.0% | $6,407-50.0% |
| Admin fee / account holder | $9,762 | $10,397-6.1% | $9,717+0.5% | $12,270-20.4% |