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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 | $130,971 | $176,077-25.6% | $159,455-17.9% | $167,518-21.8% |
| Participation rate | 55.6% | 84.9%-29.4pp | 82.8%-27.3pp | 82.1%-26.6pp |
| Annual return | 8.70% | 331.83%-323.1pp | 263.63%-254.9pp | 478.71%-470.0pp |
| Employer contribution / active EE | $2,657 | $5,298-49.9% | $4,830-45.0% | $4,838-45.1% |
| Participant deferral / active EE | $5,273 | $7,751-32.0% | $7,353-28.3% | $6,342-16.9% |
| Admin fee / account holder | $793 | $12,556-93.7% | $10,800-92.7% | $12,312-93.6% |