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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 | $74,323 | $88,754-16.3% | $81,820-9.2% | $145,877-49.1% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 8.00% | 1031.77%-1023.8pp | 777.93%-769.9pp | 551.28%-543.3pp |
| Employer contribution / active EE | $1,635 | $3,085-47.0% | $2,915-43.9% | $4,663-64.9% |
| Participant deferral / active EE | $4,683 | $4,648+0.8% | $4,323+8.3% | $6,691-30.0% |
| Admin fee / account holder | $1,446 | $8,424-82.8% | $7,391-80.4% | $13,402-89.2% |