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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 | $243,870 | $202,345+20.5% | $172,755+41.2% | $152,885+59.5% |
| Participation rate | 50.0% | 87.1%-37.1pp | 82.6%-32.6pp | 82.5%-32.5pp |
| Annual return | 6.64% | 1029.77%-1023.1pp | 802.94%-796.3pp | 345.39%-338.8pp |
| Employer contribution / active EE | $3,574 | $5,858-39.0% | $5,144-30.5% | $4,763-25.0% |
| Participant deferral / active EE | $11,628 | $5,948+95.5% | $5,198+123.7% | $5,851+98.7% |
| Admin fee / account holder | $1,038 | $17,111-93.9% | $13,955-92.6% | $11,598-91.1% |