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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 | $135,091 | $150,447-10.2% | $136,298-0.9% | $147,586-8.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 10.33% | 1049.15%-1038.8pp | 5156.27%-5145.9pp | 578.59%-568.3pp |
| Employer contribution / active EE | $2,307 | $5,256-56.1% | $4,696-50.9% | $4,876-52.7% |
| Participant deferral / active EE | $6,534 | $6,631-1.5% | $6,247+4.6% | $5,439+20.1% |
| Admin fee / account holder | $8,515 | $10,906-21.9% | $9,244-7.9% | $10,886-21.8% |