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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 | $101,098 | $100,895+0.2% | $90,430+11.8% | $158,950-36.4% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.7%-6.0pp | 82.0%-15.3pp |
| Annual return | 1.26% | 1725.54%-1724.3pp | 1293.73%-1292.5pp | 302.91%-301.6pp |
| Employer contribution / active EE | $1,693 | $3,689-54.1% | $3,262-48.1% | $4,762-64.4% |
| Participant deferral / active EE | $6,727 | $4,347+54.7% | $3,963+69.8% | $5,983+12.4% |
| Admin fee / account holder | $14,417 | $6,505+121.6% | $5,613+156.8% | $11,248+28.2% |