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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 | $153,172 | $149,040+2.8% | $120,225+27.4% | $137,256+11.6% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 9.44% | 605.68%-596.2pp | 439.23%-429.8pp | 220.34%-210.9pp |
| Employer contribution / active EE | $29,283 | $4,350+573.1% | $3,475+742.6% | $4,156+604.6% |
| Participant deferral / active EE | $18,954 | $4,655+307.2% | $3,999+374.0% | $6,407+195.8% |
| Admin fee / account holder | $521 | $6,348-91.8% | $5,696-90.9% | $12,270-95.8% |