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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 | $112,596 | $202,342-44.4% | $172,753-34.8% | $152,909-26.4% |
| Participation rate | 62.5% | 87.1%-24.6pp | 82.6%-20.1pp | 82.5%-20.0pp |
| Annual return | 5.61% | 1029.88%-1024.3pp | 803.00%-797.4pp | 345.46%-339.9pp |
| Employer contribution / active EE | $2,969 | $5,857-49.3% | $5,144-42.3% | $4,764-37.7% |
| Participant deferral / active EE | $4,237 | $5,948-28.8% | $5,198-18.5% | $5,851-27.6% |
| Admin fee / account holder | $1,505 | $17,112-91.2% | $13,956-89.2% | $11,601-87.0% |