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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 | $171,034 | $88,815+92.6% | $81,882+108.9% | $145,897+17.2% |
| Participation rate | 52.6% | 75.1%-22.4pp | 72.4%-19.8pp | 80.3%-27.7pp |
| Annual return | 9.48% | 1033.75%-1024.3pp | 779.47%-770.0pp | 552.29%-542.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,538 | $4,647-23.9% | $4,323-18.2% | $6,689-47.1% |
| Admin fee / account holder | $3,498 | $8,434-58.5% | $7,360-52.5% | $13,390-73.9% |