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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 | $174,362 | $183,539-5.0% | $155,556+12.1% | $145,897+19.5% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 8.39% | 61.31%-52.9pp | 64.84%-56.4pp | 552.29%-543.9pp |
| Employer contribution / active EE | $9,540 | $5,315+79.5% | $4,675+104.0% | $4,663+104.6% |
| Participant deferral / active EE | $12,720 | $6,467+96.7% | $5,631+125.9% | $6,689+90.2% |
| Admin fee / account holder | $2,697 | $19,275-86.0% | $15,885-83.0% | $13,390-79.9% |