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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 | $160,170 | $150,447+6.5% | $136,298+17.5% | $147,586+8.5% |
| Participation rate | 66.7% | 84.4%-17.8pp | 81.9%-15.3pp | 82.8%-16.2pp |
| Annual return | 9.44% | 1049.15%-1039.7pp | 5156.27%-5146.8pp | 578.59%-569.1pp |
| Employer contribution / active EE | $5,537 | $5,256+5.3% | $4,696+17.9% | $4,876+13.5% |
| Participant deferral / active EE | $8,817 | $6,631+33.0% | $6,247+41.1% | $5,439+62.1% |
| Admin fee / account holder | $565 | $10,906-94.8% | $9,244-93.9% | $10,886-94.8% |