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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 | $98,046 | $72,071+36.0% | $68,368+43.4% | $137,256-28.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 11.83% | 353.14%-341.3pp | 292.57%-280.7pp | 220.34%-208.5pp |
| Employer contribution / active EE | $2,064 | $2,788-26.0% | $2,649-22.1% | $4,156-50.3% |
| Participant deferral / active EE | $7,748 | $4,410+75.7% | $4,123+87.9% | $6,407+20.9% |
| Admin fee / account holder | $20,583 | $5,336+285.8% | $5,150+299.7% | $12,270+67.7% |