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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 | $174,294 | $106,008+64.4% | $92,240+89.0% | $147,586+18.1% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 0.82% | 50.05%-49.2pp | 176.29%-175.5pp | 578.59%-577.8pp |
| Employer contribution / active EE | $1,190 | $4,333-72.5% | $3,680-67.7% | $4,876-75.6% |
| Participant deferral / active EE | $3,480 | $4,478-22.3% | $3,897-10.7% | $5,439-36.0% |
| Admin fee / account holder | $1,042 | $6,333-83.5% | $5,194-79.9% | $10,886-90.4% |