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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 | $63,713 | $45,566+39.8% | $64,105-0.6% | $59,633+6.8% |
| Participation rate | 50.0% | 60.2%-10.2pp | 68.2%-18.2pp | 68.7%-18.7pp |
| Annual return | -5.09% | 4.95%-10.0pp | 791.24%-796.3pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $1,039 | $934+11.2% | $1,820-42.9% | $2,203-52.8% |
| Participant deferral / active EE | $2,540 | $2,057+23.5% | $2,822-10.0% | $3,192-20.4% |
| Admin fee / account holder | $4,875 | $3,268+49.2% | $4,499+8.3% | $4,297+13.4% |