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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 | $98,545 | $91,536+7.7% | $130,062-24.2% | $75,177+31.1% |
| Participation rate | 28.3% | 71.5%-43.2pp | 78.5%-50.2pp | 67.2%-38.9pp |
| Annual return | 12.60% | -631.62%+644.2pp | -137.37%+150.0pp | 160.75%-148.2pp |
| Employer contribution / active EE | $882 | $2,845-69.0% | $4,322-79.6% | $2,671-67.0% |
| Participant deferral / active EE | $2,918 | $4,343-32.8% | $5,821-49.9% | $4,126-29.3% |
| Admin fee / account holder | $1,282 | $6,780-81.1% | $10,601-87.9% | $5,651-77.3% |