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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 | $242,518 | $176,077+37.7% | $159,455+52.1% | $167,518+44.8% |
| Participation rate | 55.0% | 84.9%-29.9pp | 82.8%-27.8pp | 82.1%-27.1pp |
| Annual return | 9.58% | 331.83%-322.3pp | 263.63%-254.1pp | 478.71%-469.1pp |
| Employer contribution / active EE | $2,149 | $5,298-59.4% | $4,830-55.5% | $4,838-55.6% |
| Participant deferral / active EE | $5,854 | $7,751-24.5% | $7,353-20.4% | $6,342-7.7% |
| Admin fee / account holder | $1,965 | $12,556-84.4% | $10,800-81.8% | $12,312-84.0% |