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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 | $72,071+31.2% | $68,368+38.3% | $137,256-31.1% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 6.57% | 353.14%-346.6pp | 292.57%-286.0pp | 220.34%-213.8pp |
| Employer contribution / active EE | $25,860 | $2,788+827.6% | $2,649+876.3% | $4,156+522.2% |
| Participant deferral / active EE | $15,500 | $4,410+251.5% | $4,123+276.0% | $6,407+141.9% |
| Admin fee / account holder | $1,567 | $5,336-70.6% | $5,150-69.6% | $12,270-87.2% |