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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 | $121,098 | $176,105-31.2% | $159,474-24.1% | $167,536-27.7% |
| Participation rate | 60.0% | 85.0%-25.0pp | 82.8%-22.8pp | 82.1%-22.1pp |
| Annual return | 0.63% | 331.91%-331.3pp | 263.68%-263.0pp | 478.82%-478.2pp |
| Employer contribution / active EE | $3,092 | $5,299-41.6% | $4,831-36.0% | $4,839-36.1% |
| Participant deferral / active EE | $7,641 | $7,751-1.4% | $7,353+3.9% | $6,342+20.5% |
| Admin fee / account holder | $9,560 | $12,559-23.9% | $10,802-11.5% | $12,315-22.4% |