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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 | $113,620 | $57,312+98.2% | $86,617+31.2% | $75,181+51.1% |
| Participation rate | 68.0% | 63.2%+4.8pp | 71.7%-3.7pp | 67.2%+0.8pp |
| Annual return | 8.82% | 2672.78%-2664.0pp | 591.91%-583.1pp | 160.69%-151.9pp |
| Employer contribution / active EE | $3,441 | $2,315+48.6% | $3,023+13.8% | $2,671+28.9% |
| Participant deferral / active EE | $5,439 | $3,319+63.9% | $4,437+22.6% | $4,126+31.8% |
| Admin fee / account holder | $33,338 | $4,114+710.3% | $5,613+494.0% | $5,650+490.1% |