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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 | $181,343 | $99,647+82.0% | $86,439+109.8% | $134,509+34.8% |
| Participation rate | 57.1% | 82.1%-24.9pp | 80.3%-23.2pp | 81.2%-24.1pp |
| Annual return | -22.22% | 6784.13%-6806.4pp | 4395.55%-4417.8pp | 418.13%-440.4pp |
| Employer contribution / active EE | $5,133 | $4,401+16.6% | $3,769+36.2% | $4,741+8.3% |
| Participant deferral / active EE | $9,571 | $7,246+32.1% | $6,952+37.7% | $6,400+49.5% |
| Admin fee / account holder | $1,175 | $8,373-86.0% | $6,732-82.6% | $11,427-89.7% |