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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 | $230,222 | $160,040+43.9% | $147,096+56.5% | $145,877+57.8% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 9.33% | 98.49%-89.2pp | 419.75%-410.4pp | 551.28%-542.0pp |
| Employer contribution / active EE | $2,093 | $5,289-60.4% | $4,936-57.6% | $4,663-55.1% |
| Participant deferral / active EE | $8,129 | $8,429-3.6% | $8,071+0.7% | $6,691+21.5% |
| Admin fee / account holder | $1,444 | $15,050-90.4% | $13,005-88.9% | $13,402-89.2% |