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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 | $56,462 | $176,120-67.9% | $159,487-64.6% | $167,553-66.3% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 1.21% | 331.95%-330.7pp | 263.71%-262.5pp | 478.89%-477.7pp |
| Employer contribution / active EE | $16,352 | $5,299+208.6% | $4,831+238.5% | $4,840+237.9% |
| Participant deferral / active EE | $6,500 | $7,752-16.1% | $7,354-11.6% | $6,343+2.5% |
| Admin fee / account holder | $7,546 | $12,561-39.9% | $10,804-30.2% | $12,316-38.7% |