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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 | $25,078 | $88,754-71.7% | $81,820-69.3% | $145,877-82.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 6.45% | 1031.77%-1025.3pp | 777.93%-771.5pp | 551.28%-544.8pp |
| Employer contribution / active EE | $4,150 | $3,085+34.5% | $2,915+42.4% | $4,663-11.0% |
| Participant deferral / active EE | $3,806 | $4,648-18.1% | $4,323-11.9% | $6,691-43.1% |
| Admin fee / account holder | $7,359 | $8,424-12.6% | $7,391-0.4% | $13,402-45.1% |