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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 | $238,317 | $209,422+13.8% | $178,503+33.5% | $158,982+49.9% |
| Participation rate | 57.1% | 86.4%-29.2pp | 81.9%-24.8pp | 82.0%-24.8pp |
| Annual return | 5.81% | 188.81%-183.0pp | 151.12%-145.3pp | 302.99%-297.2pp |
| Employer contribution / active EE | $5,891 | $5,707+3.2% | $5,011+17.6% | $4,763+23.7% |
| Participant deferral / active EE | $4,650 | $5,955-21.9% | $5,202-10.6% | $5,983-22.3% |
| Admin fee / account holder | $16,407 | $17,079-3.9% | $13,987+17.3% | $11,252+45.8% |