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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 | $192,075 | $138,076+39.1% | $123,553+55.5% | $135,380+41.9% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -12.83% | 153.70%-166.5pp | 119.21%-132.0pp | 519.81%-532.6pp |
| Employer contribution / active EE | $2,171 | $5,152-57.9% | $4,628-53.1% | $4,779-54.6% |
| Participant deferral / active EE | $3,351 | $6,800-50.7% | $6,426-47.8% | $5,609-40.3% |
| Admin fee / account holder | $2,042 | $10,917-81.3% | $9,284-78.0% | $10,828-81.1% |