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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 | $152,672 | $202,342-24.5% | $172,753-11.6% | $152,909-0.2% |
| Participation rate | 33.3% | 87.1%-53.7pp | 82.6%-49.3pp | 82.5%-49.1pp |
| Annual return | 11.83% | 1029.88%-1018.0pp | 803.00%-791.2pp | 345.46%-333.6pp |
| Employer contribution / active EE | $3,728 | $5,857-36.3% | $5,144-27.5% | $4,764-21.7% |
| Participant deferral / active EE | $8,333 | $5,948+40.1% | $5,198+60.3% | $5,851+42.4% |
| Admin fee / account holder | $1,980 | $17,112-88.4% | $13,956-85.8% | $11,601-82.9% |