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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 | $235,468 | $160,028+47.1% | $147,080+60.1% | $145,884+61.4% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 9.47% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $10,245 | $5,286+93.8% | $4,933+107.7% | $4,662+119.7% |
| Participant deferral / active EE | $8,216 | $8,422-2.4% | $8,066+1.9% | $6,690+22.8% |
| Admin fee / account holder | $85,941 | $15,030+471.8% | $12,989+561.7% | $13,392+541.7% |