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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 | $101,798 | $100,895+0.9% | $90,430+12.6% | $158,950-36.0% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 0.84% | 1725.54%-1724.7pp | 1293.73%-1292.9pp | 302.91%-302.1pp |
| Employer contribution / active EE | $8,648 | $3,689+134.4% | $3,262+165.1% | $4,762+81.6% |
| Participant deferral / active EE | $6,054 | $4,347+39.3% | $3,963+52.8% | $5,983+1.2% |
| Admin fee / account holder | $1,302 | $6,505-80.0% | $5,613-76.8% | $11,248-88.4% |