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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 | $199,768 | $176,077+13.5% | $159,455+25.3% | $167,518+19.3% |
| Participation rate | 66.7% | 84.9%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 8.01% | 331.83%-323.8pp | 263.63%-255.6pp | 478.71%-470.7pp |
| Employer contribution / active EE | $2,483 | $5,298-53.1% | $4,830-48.6% | $4,838-48.7% |
| Participant deferral / active EE | $5,609 | $7,751-27.6% | $7,353-23.7% | $6,342-11.6% |
| Admin fee / account holder | $2,956 | $12,556-76.5% | $10,800-72.6% | $12,312-76.0% |