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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 | $235,245 | $209,847+12.1% | $189,520+24.1% | $167,518+40.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 8.69% | 748.45%-739.8pp | 555.25%-546.6pp | 478.71%-470.0pp |
| Employer contribution / active EE | $3,991 | $6,913-42.3% | $6,161-35.2% | $4,838-17.5% |
| Participant deferral / active EE | $8,088 | $8,934-9.5% | $8,220-1.6% | $6,342+27.5% |
| Admin fee / account holder | $26,244 | $14,295+83.6% | $12,046+117.9% | $12,312+113.1% |