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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 | $102,425 | $99,652+2.8% | $78,778+30.0% | $147,586-30.6% |
| Participation rate | 50.0% | 76.2%-26.2pp | 69.2%-19.2pp | 82.8%-32.8pp |
| Annual return | -6.77% | 47.28%-54.1pp | 35.62%-42.4pp | 578.59%-585.4pp |
| Employer contribution / active EE | $5,615 | $2,796+100.9% | $1,986+182.8% | $4,876+15.2% |
| Participant deferral / active EE | $10,268 | $3,664+180.3% | $2,958+247.1% | $5,439+88.8% |
| Admin fee / account holder | $1,895 | $7,155-73.5% | $5,134-63.1% | $10,886-82.6% |