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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 | $240,500 | $124,187+93.7% | $108,410+121.8% | $167,518+43.6% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 9.62% | 1379.80%-1370.2pp | 905.34%-895.7pp | 478.71%-469.1pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,971 | $6,908+0.9% | $6,562+6.2% | $6,342+9.9% |
| Admin fee / account holder | $924 | $9,456-90.2% | $7,296-87.3% | $12,312-92.5% |