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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 | $129,538 | $129,737-0.2% | $119,126+8.7% | $154,746-16.3% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 2.36% | 379.08%-376.7pp | 282.11%-279.8pp | 172.34%-170.0pp |
| Employer contribution / active EE | $2,418 | $4,375-44.7% | $4,034-40.1% | $4,379-44.8% |
| Participant deferral / active EE | $12,519 | $5,842+114.3% | $5,318+135.4% | $6,730+86.0% |
| Admin fee / account holder | $2,829 | $11,961-76.4% | $10,693-73.5% | $14,365-80.3% |