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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 | $227,117 | $150,447+51.0% | $136,298+66.6% | $147,586+53.9% |
| Participation rate | 64.3% | 84.4%-20.1pp | 81.9%-17.6pp | 82.8%-18.5pp |
| Annual return | 5.76% | 1049.15%-1043.4pp | 5156.27%-5150.5pp | 578.59%-572.8pp |
| Employer contribution / active EE | $1,790 | $5,256-65.9% | $4,696-61.9% | $4,876-63.3% |
| Participant deferral / active EE | $5,227 | $6,631-21.2% | $6,247-16.3% | $5,439-3.9% |
| Admin fee / account holder | $17,803 | $10,906+63.2% | $9,244+92.6% | $10,886+63.5% |