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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 | $241,099 | $84,628+184.9% | $61,501+292.0% | $134,545+79.2% |
| Participation rate | 62.5% | 62.2%+0.3pp | 52.6%+9.9pp | 81.2%-18.7pp |
| Annual return | -21.96% | 585.61%-607.6pp | 339.04%-361.0pp | 418.37%-440.3pp |
| Employer contribution / active EE | $3,756 | $1,545+143.1% | $1,160+223.9% | $4,742-20.8% |
| Participant deferral / active EE | $6,750 | $2,819+139.5% | $2,125+217.7% | $6,401+5.4% |
| Admin fee / account holder | $692 | $2,587-73.3% | $2,132-67.6% | $11,431-93.9% |