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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 | $228,523 | $209,422+9.1% | $178,503+28.0% | $158,982+43.7% |
| Participation rate | 50.0% | 86.4%-36.4pp | 81.9%-31.9pp | 82.0%-32.0pp |
| Annual return | 5.55% | 188.81%-183.3pp | 151.12%-145.6pp | 302.99%-297.4pp |
| Employer contribution / active EE | $11,284 | $5,707+97.7% | $5,011+125.2% | $4,763+136.9% |
| Participant deferral / active EE | $7,055 | $5,955+18.5% | $5,202+35.6% | $5,983+17.9% |
| Admin fee / account holder | $7,780 | $17,079-54.4% | $13,987-44.4% | $11,252-30.9% |