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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 | $173,277 | $176,105-1.6% | $159,474+8.7% | $167,536+3.4% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 9.42% | 331.91%-322.5pp | 263.68%-254.3pp | 478.82%-469.4pp |
| Employer contribution / active EE | $7,333 | $5,299+38.4% | $4,831+51.8% | $4,839+51.5% |
| Participant deferral / active EE | $9,170 | $7,751+18.3% | $7,353+24.7% | $6,342+44.6% |
| Admin fee / account holder | $13,600 | $12,559+8.3% | $10,802+25.9% | $12,315+10.4% |