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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 | $184,252 | $202,345-8.9% | $172,755+6.7% | $152,885+20.5% |
| Participation rate | 60.0% | 87.1%-27.1pp | 82.6%-22.6pp | 82.5%-22.5pp |
| Annual return | 11.62% | 1029.77%-1018.2pp | 802.94%-791.3pp | 345.39%-333.8pp |
| Employer contribution / active EE | $1,816 | $5,858-69.0% | $5,144-64.7% | $4,763-61.9% |
| Participant deferral / active EE | $8,988 | $5,948+51.1% | $5,198+72.9% | $5,851+53.6% |
| Admin fee / account holder | $565 | $17,111-96.7% | $13,955-96.0% | $11,598-95.1% |