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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 | $107,502 | $176,120-39.0% | $159,487-32.6% | $167,553-35.8% |
| Participation rate | 57.1% | 85.0%-27.8pp | 82.8%-25.7pp | 82.1%-25.0pp |
| Annual return | 9.86% | 331.95%-322.1pp | 263.71%-253.8pp | 478.89%-469.0pp |
| Employer contribution / active EE | $26,220 | $5,299+394.8% | $4,831+442.7% | $4,840+441.8% |
| Participant deferral / active EE | $16,322 | $7,752+110.6% | $7,354+122.0% | $6,343+157.3% |
| Admin fee / account holder | $1,426 | $12,561-88.6% | $10,804-86.8% | $12,316-88.4% |