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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 | $64,423 | $176,077-63.4% | $159,455-59.6% | $167,518-61.5% |
| Participation rate | 62.5% | 84.9%-22.4pp | 82.8%-20.3pp | 82.1%-19.6pp |
| Annual return | 8.75% | 331.83%-323.1pp | 263.63%-254.9pp | 478.71%-470.0pp |
| Employer contribution / active EE | $10,988 | $5,298+107.4% | $4,830+127.5% | $4,838+127.1% |
| Participant deferral / active EE | $3,862 | $7,751-50.2% | $7,353-47.5% | $6,342-39.1% |
| Admin fee / account holder | $1,125 | $12,556-91.0% | $10,800-89.6% | $12,312-90.9% |