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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 | $102,867 | $176,120-41.6% | $159,487-35.5% | $167,553-38.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 6.72% | 331.95%-325.2pp | 263.71%-257.0pp | 478.89%-472.2pp |
| Employer contribution / active EE | $18,655 | $5,299+252.0% | $4,831+286.1% | $4,840+285.5% |
| Participant deferral / active EE | $6,347 | $7,752-18.1% | $7,354-13.7% | $6,343+0.1% |
| Admin fee / account holder | $3,413 | $12,561-72.8% | $10,804-68.4% | $12,316-72.3% |