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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 | $132,752 | $70,366+88.7% | $66,674+99.1% | $138,895-4.4% |
| Participation rate | 66.7% | 76.2%-9.5pp | 73.7%-7.0pp | 79.9%-13.3pp |
| Annual return | 13.07% | 386.41%-373.3pp | 321.24%-308.2pp | 145.39%-132.3pp |
| Employer contribution / active EE | $2,820 | $2,765+2.0% | $2,620+7.6% | $4,194-32.8% |
| Participant deferral / active EE | $4,369 | $4,374-0.1% | $4,084+7.0% | $6,396-31.7% |
| Admin fee / account holder | $888 | $5,262-83.1% | $5,098-82.6% | $12,562-92.9% |