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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 | $195,001 | $75,959+156.7% | $154,114+26.5% | $64,181+203.8% |
| Participation rate | 37.8% | 70.4%-32.6pp | 83.0%-45.2pp | 69.6%-31.7pp |
| Annual return | -9.20% | 30.32%-39.5pp | 735.16%-744.4pp | 7.63%-16.8pp |
| Employer contribution / active EE | $0 | $3,350-100.0% | $5,298-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $6,350 | $3,175+100.0% | $5,081+25.0% | $3,470+83.0% |
| Admin fee / account holder | $4,759 | $5,589-14.8% | $13,411-64.5% | $4,887-2.6% |