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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 | $159,923 | $202,345-21.0% | $172,755-7.4% | $152,885+4.6% |
| Participation rate | 66.7% | 87.1%-20.4pp | 82.6%-16.0pp | 82.5%-15.8pp |
| Annual return | 1.94% | 1029.77%-1027.8pp | 802.94%-801.0pp | 345.39%-343.5pp |
| Employer contribution / active EE | $2,319 | $5,858-60.4% | $5,144-54.9% | $4,763-51.3% |
| Participant deferral / active EE | $4,214 | $5,948-29.2% | $5,198-18.9% | $5,851-28.0% |
| Admin fee / account holder | $657 | $17,111-96.2% | $13,955-95.3% | $11,598-94.3% |