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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 | $137,291 | $165,399-17.0% | $149,745-8.3% | $158,982-13.6% |
| Participation rate | 62.5% | 84.6%-22.1pp | 82.5%-20.0pp | 82.0%-19.5pp |
| Annual return | 5.22% | 348.34%-343.1pp | 276.72%-271.5pp | 302.99%-297.8pp |
| Employer contribution / active EE | $1,577 | $5,105-69.1% | $4,646-66.0% | $4,763-66.9% |
| Participant deferral / active EE | $4,131 | $7,183-42.5% | $6,843-39.6% | $5,983-31.0% |
| Admin fee / account holder | $78,832 | $10,811+629.2% | $9,312+746.6% | $11,252+600.6% |