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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 | $193,923 | $150,447+28.9% | $136,298+42.3% | $147,586+31.4% |
| Participation rate | 60.0% | 84.4%-24.4pp | 81.9%-21.9pp | 82.8%-22.8pp |
| Annual return | 6.92% | 1049.15%-1042.2pp | 5156.27%-5149.4pp | 578.59%-571.7pp |
| Employer contribution / active EE | $1,533 | $5,256-70.8% | $4,696-67.3% | $4,876-68.6% |
| Participant deferral / active EE | $5,473 | $6,631-17.5% | $6,247-12.4% | $5,439+0.6% |
| Admin fee / account holder | $4,405 | $10,906-59.6% | $9,244-52.3% | $10,886-59.5% |