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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 | $55,333 | $176,077-68.6% | $159,455-65.3% | $167,518-67.0% |
| Participation rate | 68.8% | 84.9%-16.2pp | 82.8%-14.1pp | 82.1%-13.4pp |
| Annual return | 8.67% | 331.83%-323.2pp | 263.63%-255.0pp | 478.71%-470.0pp |
| Employer contribution / active EE | $2,258 | $5,298-57.4% | $4,830-53.3% | $4,838-53.3% |
| Participant deferral / active EE | $4,029 | $7,751-48.0% | $7,353-45.2% | $6,342-36.5% |
| Admin fee / account holder | $535 | $12,556-95.7% | $10,800-95.0% | $12,312-95.7% |