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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 | $163,577 | $102,595+59.4% | $94,057+73.9% | $154,746+5.7% |
| Participation rate | 57.1% | 76.0%-18.9pp | 73.3%-16.2pp | 80.7%-23.6pp |
| Annual return | 9.82% | 583.42%-573.6pp | 480.62%-470.8pp | 172.34%-162.5pp |
| Employer contribution / active EE | $1,910 | $3,147-39.3% | $2,933-34.9% | $4,379-56.4% |
| Participant deferral / active EE | $5,484 | $5,118+7.1% | $4,709+16.5% | $6,730-18.5% |
| Admin fee / account holder | $16,946 | $7,736+119.1% | $7,244+133.9% | $14,365+18.0% |