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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 | $97,758 | $102,382-4.5% | $147,005-33.5% | $80,874+20.9% |
| Participation rate | 69.2% | 75.8%-6.6pp | 82.2%-12.9pp | 67.6%+1.6pp |
| Annual return | 11.41% | 134.89%-123.5pp | 418.76%-407.4pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,844 | $3,715-50.4% | $4,934-62.6% | $2,756-33.1% |
| Participant deferral / active EE | $6,813 | $6,646+2.5% | $8,070-15.6% | $4,297+58.6% |
| Admin fee / account holder | $723 | $7,942-90.9% | $13,006-94.4% | $6,935-89.6% |