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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 | $93,108 | $166,242-44.0% | $165,071-43.6% | $145,884-36.2% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 0.25% | 100.44%-100.2pp | 70.17%-69.9pp | 551.85%-551.6pp |
| Employer contribution / active EE | $5,630 | $5,283+6.6% | $4,347+29.5% | $4,662+20.7% |
| Participant deferral / active EE | $15,299 | $6,964+119.7% | $6,035+153.5% | $6,690+128.7% |
| Admin fee / account holder | $9,329 | $16,658-44.0% | $12,695-26.5% | $13,392-30.3% |