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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 | $100,171 | $111,785-10.4% | $93,669+6.9% | $145,877-31.3% |
| Participation rate | 68.8% | 74.2%-5.5pp | 68.7%0pp | 80.3%-11.6pp |
| Annual return | 7.22% | 203.79%-196.6pp | 133.59%-126.4pp | 551.28%-544.1pp |
| Employer contribution / active EE | $1,567 | $3,096-49.4% | $2,424-35.3% | $4,663-66.4% |
| Participant deferral / active EE | $4,929 | $4,919+0.2% | $4,416+11.6% | $6,691-26.3% |
| Admin fee / account holder | $2,208 | $10,256-78.5% | $8,291-73.4% | $13,402-83.5% |