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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 | $131,444 | $176,120-25.4% | $159,487-17.6% | $167,553-21.6% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 3.38% | 331.95%-328.6pp | 263.71%-260.3pp | 478.89%-475.5pp |
| Employer contribution / active EE | $1,219 | $5,299-77.0% | $4,831-74.8% | $4,840-74.8% |
| Participant deferral / active EE | $2,843 | $7,752-63.3% | $7,354-61.3% | $6,343-55.2% |
| Admin fee / account holder | $1,050 | $12,561-91.6% | $10,804-90.3% | $12,316-91.5% |