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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 | $111,842 | $88,815+25.9% | $81,882+36.6% | $145,897-23.3% |
| Participation rate | 62.5% | 75.1%-12.6pp | 72.4%-9.9pp | 80.3%-17.8pp |
| Annual return | 7.87% | 1033.75%-1025.9pp | 779.47%-771.6pp | 552.29%-544.4pp |
| Employer contribution / active EE | $5,689 | $3,086+84.3% | $2,916+95.1% | $4,663+22.0% |
| Participant deferral / active EE | $10,358 | $4,647+122.9% | $4,323+139.6% | $6,689+54.8% |
| Admin fee / account holder | $29,244 | $8,434+246.7% | $7,360+297.4% | $13,390+118.4% |