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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 | $137,387 | $99,011+38.8% | $86,582+58.7% | $147,586-6.9% |
| Participation rate | 66.7% | 76.3%-9.7pp | 73.5%-6.9pp | 82.8%-16.2pp |
| Annual return | 5.45% | 1312.75%-1307.3pp | 965.08%-959.6pp | 578.59%-573.1pp |
| Employer contribution / active EE | $2,473 | $3,132-21.0% | $2,839-12.9% | $4,876-49.3% |
| Participant deferral / active EE | $2,356 | $3,972-40.7% | $3,609-34.7% | $5,439-56.7% |
| Admin fee / account holder | $4,607 | $5,709-19.3% | $4,904-6.1% | $10,886-57.7% |