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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 | $91,706 | $90,530+1.3% | $76,030+20.6% | $145,897-37.1% |
| Participation rate | 50.0% | 74.4%-24.4pp | 69.1%-19.1pp | 80.3%-30.3pp |
| Annual return | 1.37% | 625.08%-623.7pp | 361.54%-360.2pp | 552.29%-550.9pp |
| Employer contribution / active EE | $15,597 | $3,319+369.9% | $2,688+480.3% | $4,663+234.5% |
| Participant deferral / active EE | $7,625 | $5,164+47.6% | $4,257+79.1% | $6,689+14.0% |
| Admin fee / account holder | $613 | $8,383-92.7% | $6,421-90.4% | $13,390-95.4% |