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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 | $102,659 | $101,618+1.0% | $93,063+10.3% | $137,256-25.2% |
| Participation rate | 50.0% | 74.9%-24.9pp | 72.1%-22.1pp | 80.0%-30.0pp |
| Annual return | 7.02% | 223.95%-216.9pp | 34.15%-27.1pp | 220.34%-213.3pp |
| Employer contribution / active EE | $5,484 | $2,707+102.6% | $2,476+121.5% | $4,156+32.0% |
| Participant deferral / active EE | $5,611 | $4,279+31.1% | $3,958+41.8% | $6,407-12.4% |
| Admin fee / account holder | $7,048 | $6,198+13.7% | $6,033+16.8% | $12,270-42.6% |