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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 | $94,547 | $102,595-7.8% | $94,057+0.5% | $154,746-38.9% |
| Participation rate | 50.0% | 76.0%-26.0pp | 73.3%-23.3pp | 80.7%-30.7pp |
| Annual return | 6.57% | 583.42%-576.8pp | 480.62%-474.0pp | 172.34%-165.8pp |
| Employer contribution / active EE | $25,860 | $3,147+721.7% | $2,933+781.7% | $4,379+490.5% |
| Participant deferral / active EE | $15,500 | $5,118+202.8% | $4,709+229.1% | $6,730+130.3% |
| Admin fee / account holder | $1,567 | $7,736-79.7% | $7,244-78.4% | $14,365-89.1% |