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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 | $231,831 | $209,874+10.5% | $189,537+22.3% | $167,536+38.4% |
| Participation rate | 50.0% | 88.7%-38.7pp | 87.8%-37.8pp | 82.1%-32.1pp |
| Annual return | 9.16% | 748.61%-739.5pp | 555.34%-546.2pp | 478.82%-469.7pp |
| Employer contribution / active EE | $0 | $6,913-100.0% | $6,161-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,879 | $8,934+10.6% | $8,220+20.2% | $6,342+55.8% |
| Admin fee / account holder | $9,994 | $14,299-30.1% | $12,048-17.0% | $12,315-18.8% |