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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 | $155,407 | $202,342-23.2% | $172,752-10.0% | $152,897+1.6% |
| Participation rate | 40.0% | 87.1%-47.1pp | 82.6%-42.6pp | 82.5%-42.5pp |
| Annual return | 12.39% | 1029.83%-1017.4pp | 802.97%-790.6pp | 345.43%-333.0pp |
| Employer contribution / active EE | $6,166 | $5,858+5.3% | $5,144+19.9% | $4,764+29.4% |
| Participant deferral / active EE | $4,033 | $5,948-32.2% | $5,198-22.4% | $5,851-31.1% |
| Admin fee / account holder | $1,150 | $17,111-93.3% | $13,955-91.8% | $11,599-90.1% |