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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 | $213,089 | $95,188+123.9% | $76,518+178.5% | $135,380+57.4% |
| Participation rate | 55.6% | 74.4%-18.8pp | 68.0%-12.4pp | 82.6%-27.1pp |
| Annual return | -11.23% | 4.85%-16.1pp | -0.27%-11.0pp | 519.81%-531.0pp |
| Employer contribution / active EE | $1,012 | $3,303-69.4% | $2,647-61.8% | $4,779-78.8% |
| Participant deferral / active EE | $7,438 | $4,640+60.3% | $3,836+93.9% | $5,609+32.6% |
| Admin fee / account holder | $1,354 | $6,249-78.3% | $4,849-72.1% | $10,828-87.5% |