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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 | $141,063 | $198,457-28.9% | $170,435-17.2% | $147,586-4.4% |
| Participation rate | 50.0% | 88.0%-38.0pp | 83.6%-33.6pp | 82.8%-32.8pp |
| Annual return | 1.32% | 257.30%-256.0pp | 205.94%-204.6pp | 578.59%-577.3pp |
| Employer contribution / active EE | $12,313 | $6,183+99.1% | $5,432+126.7% | $4,876+152.5% |
| Participant deferral / active EE | $6,000 | $5,629+6.6% | $4,939+21.5% | $5,439+10.3% |
| Admin fee / account holder | $747 | $16,852-95.6% | $13,881-94.6% | $10,886-93.1% |