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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 | $101,041 | $57,350+76.2% | $83,850+20.5% | $64,181+57.4% |
| Participation rate | 64.3% | 68.6%-4.3pp | 76.1%-11.9pp | 69.6%-5.3pp |
| Annual return | -10.93% | 11.38%-22.3pp | 850.92%-861.9pp | 7.63%-18.6pp |
| Employer contribution / active EE | $2,417 | $2,545-5.0% | $3,631-33.4% | $2,381+1.5% |
| Participant deferral / active EE | $4,969 | $2,993+66.0% | $4,082+21.7% | $3,470+43.2% |
| Admin fee / account holder | $1,464 | $4,046-63.8% | $5,478-73.3% | $4,887-70.0% |