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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 | $161,949 | $110,093+47.1% | $97,295+66.5% | $145,897+11.0% |
| Participation rate | 37.5% | 75.9%-38.4pp | 72.7%-35.2pp | 80.3%-42.8pp |
| Annual return | 5.25% | 244.76%-239.5pp | 75.62%-70.4pp | 552.29%-547.0pp |
| Employer contribution / active EE | $1,663 | $3,077-46.0% | $2,723-38.9% | $4,663-64.3% |
| Participant deferral / active EE | $7,977 | $4,678+70.5% | $4,264+87.1% | $6,689+19.2% |
| Admin fee / account holder | $1,668 | $6,212-73.2% | $5,646-70.5% | $13,390-87.5% |