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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 | $194,762 | $209,874-7.2% | $189,537+2.8% | $167,536+16.3% |
| Participation rate | 66.7% | 88.7%-22.0pp | 87.8%-21.1pp | 82.1%-15.4pp |
| Annual return | 8.67% | 748.61%-739.9pp | 555.34%-546.7pp | 478.82%-470.1pp |
| Employer contribution / active EE | $2,063 | $6,913-70.2% | $6,161-66.5% | $4,839-57.4% |
| Participant deferral / active EE | $5,378 | $8,934-39.8% | $8,220-34.6% | $6,342-15.2% |
| Admin fee / account holder | $1,398 | $14,299-90.2% | $12,048-88.4% | $12,315-88.6% |