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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 | $136,149 | $149,040-8.6% | $120,225+13.2% | $137,256-0.8% |
| Participation rate | 66.7% | 75.4%-8.8pp | 69.6%-2.9pp | 80.0%-13.3pp |
| Annual return | 5.61% | 605.68%-600.1pp | 439.23%-433.6pp | 220.34%-214.7pp |
| Employer contribution / active EE | $1,979 | $4,350-54.5% | $3,475-43.1% | $4,156-52.4% |
| Participant deferral / active EE | $4,011 | $4,655-13.8% | $3,999+0.3% | $6,407-37.4% |
| Admin fee / account holder | $564 | $6,348-91.1% | $5,696-90.1% | $12,270-95.4% |