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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 | $214,480 | $176,120+21.8% | $159,487+34.5% | $167,553+28.0% |
| Participation rate | 52.6% | 85.0%-32.3pp | 82.8%-30.2pp | 82.1%-29.5pp |
| Annual return | 9.02% | 331.95%-322.9pp | 263.71%-254.7pp | 478.89%-469.9pp |
| Employer contribution / active EE | $2,316 | $5,299-56.3% | $4,831-52.1% | $4,840-52.2% |
| Participant deferral / active EE | $7,415 | $7,752-4.3% | $7,354+0.8% | $6,343+16.9% |
| Admin fee / account holder | $13,471 | $12,561+7.2% | $10,804+24.7% | $12,316+9.4% |