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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 | $158,399 | $106,005+49.4% | $92,239+71.7% | $147,585+7.3% |
| Participation rate | 64.7% | 80.4%-15.7pp | 76.5%-11.8pp | 82.8%-18.1pp |
| Annual return | 6.36% | 50.05%-43.7pp | 176.29%-169.9pp | 578.58%-572.2pp |
| Employer contribution / active EE | $2,048 | $4,333-52.7% | $3,680-44.3% | $4,876-58.0% |
| Participant deferral / active EE | $5,267 | $4,478+17.6% | $3,897+35.2% | $5,439-3.2% |
| Admin fee / account holder | $11,592 | $6,333+83.1% | $5,194+123.2% | $10,886+6.5% |