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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 | $146,208 | $93,617+56.2% | $135,982+7.5% | $75,177+94.5% |
| Participation rate | 40.0% | 75.2%-35.2pp | 81.9%-41.9pp | 67.2%-27.2pp |
| Annual return | -28.90% | 30.89%-59.8pp | 68.32%-97.2pp | 160.75%-189.6pp |
| Employer contribution / active EE | $24,570 | $3,538+594.4% | $4,859+405.6% | $2,671+819.8% |
| Participant deferral / active EE | $3,432 | $6,406-46.4% | $7,760-55.8% | $4,126-16.8% |
| Admin fee / account holder | $1,207 | $6,980-82.7% | $10,767-88.8% | $5,651-78.6% |