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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 | $165,436 | $183,539-9.9% | $155,556+6.4% | $145,897+13.4% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 5.83% | 61.31%-55.5pp | 64.84%-59.0pp | 552.29%-546.5pp |
| Employer contribution / active EE | $6,556 | $5,315+23.3% | $4,675+40.2% | $4,663+40.6% |
| Participant deferral / active EE | $4,011 | $6,467-38.0% | $5,631-28.8% | $6,689-40.0% |
| Admin fee / account holder | $787 | $19,275-95.9% | $15,885-95.0% | $13,390-94.1% |