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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 | $236,213 | $209,874+12.5% | $189,537+24.6% | $167,536+41.0% |
| Participation rate | 58.8% | 88.7%-29.8pp | 87.8%-29.0pp | 82.1%-23.3pp |
| Annual return | 2.85% | 748.61%-745.8pp | 555.34%-552.5pp | 478.82%-476.0pp |
| Employer contribution / active EE | $6,537 | $6,913-5.4% | $6,161+6.1% | $4,839+35.1% |
| Participant deferral / active EE | $12,515 | $8,934+40.1% | $8,220+52.2% | $6,342+97.3% |
| Admin fee / account holder | $16,778 | $14,299+17.3% | $12,048+39.3% | $12,315+36.2% |