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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 | $156,958 | $90,691+73.1% | $76,119+106.2% | $145,884+7.6% |
| Participation rate | 65.2% | 74.5%-9.2pp | 69.1%-3.9pp | 80.3%-15.1pp |
| Annual return | 7.34% | 624.52%-617.2pp | 361.25%-353.9pp | 551.85%-544.5pp |
| Employer contribution / active EE | $1,241 | $3,329-62.7% | $2,693-53.9% | $4,662-73.4% |
| Participant deferral / active EE | $8,396 | $5,167+62.5% | $4,259+97.1% | $6,690+25.5% |
| Admin fee / account holder | $1,026 | $8,383-87.8% | $6,421-84.0% | $13,392-92.3% |