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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 | $100,938+0.9% | $90,461+12.5% | $158,982-36.0% |
| Participation rate | 55.6% | 75.0%-19.5pp | 72.7%-17.1pp | 82.0%-26.4pp |
| Annual return | 0.84% | 1727.20%-1726.4pp | 1294.76%-1293.9pp | 302.99%-302.2pp |
| Employer contribution / active EE | $8,648 | $3,691+134.3% | $3,264+165.0% | $4,763+81.6% |
| Participant deferral / active EE | $6,054 | $4,350+39.2% | $3,964+52.7% | $5,983+1.2% |
| Admin fee / account holder | $1,302 | $6,510-80.0% | $5,617-76.8% | $11,252-88.4% |