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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 | $89,473 | $185,312-51.7% | $161,489-44.6% | $154,746-42.2% |
| Participation rate | 50.0% | 82.5%-32.5pp | 78.7%-28.7pp | 80.7%-30.7pp |
| Annual return | 5.56% | 103.84%-98.3pp | 89.72%-84.2pp | 172.34%-166.8pp |
| Employer contribution / active EE | $3,262 | $4,769-31.6% | $4,268-23.6% | $4,379-25.5% |
| Participant deferral / active EE | $17,810 | $6,350+180.5% | $5,630+216.3% | $6,730+164.6% |
| Admin fee / account holder | $89,845 | $18,654+381.6% | $16,006+461.3% | $14,365+525.4% |