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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 | $171,299 | $168,626+1.6% | $133,698+28.1% | $145,897+17.4% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.4%-9.8pp | 80.3%-13.6pp |
| Annual return | 5.34% | 1168.99%-1163.7pp | 580.90%-575.6pp | 552.29%-547.0pp |
| Employer contribution / active EE | $2,367 | $5,290-55.3% | $4,218-43.9% | $4,663-49.2% |
| Participant deferral / active EE | $4,733 | $8,688-45.5% | $7,016-32.5% | $6,689-29.2% |
| Admin fee / account holder | $2,488 | $9,638-74.2% | $6,703-62.9% | $13,390-81.4% |