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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 | $88,559 | $24,618+259.7% | $71,585+23.7% | $82,637+7.2% |
| Participation rate | 50.0% | 68.2%-18.2pp | 68.2%-18.2pp | 68.1%-18.1pp |
| Annual return | 10.21% | 93.17%-83.0pp | 59.26%-49.0pp | 53.51%-43.3pp |
| Employer contribution / active EE | $1,531 | $852+79.8% | $1,669-8.2% | $2,552-40.0% |
| Participant deferral / active EE | $3,255 | $1,720+89.2% | $2,923+11.3% | $4,126-21.1% |
| Admin fee / account holder | $560 | $3,285-82.9% | $4,712-88.1% | $7,339-92.4% |