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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 | $67,331 | $209,874-67.9% | $189,537-64.5% | $167,536-59.8% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 9.12% | 748.61%-739.5pp | 555.34%-546.2pp | 478.82%-469.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,506 | $8,934-60.8% | $8,220-57.3% | $6,342-44.7% |
| Admin fee / account holder | $602 | $14,299-95.8% | $12,048-95.0% | $12,315-95.1% |