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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 | $52,701 | $91,536-42.4% | $130,062-59.5% | $75,177-29.9% |
| Participation rate | 62.1% | 71.5%-9.4pp | 78.5%-16.4pp | 67.2%-5.1pp |
| Annual return | 9.21% | -631.62%+640.8pp | -137.37%+146.6pp | 160.75%-151.5pp |
| Employer contribution / active EE | $1,868 | $2,845-34.3% | $4,322-56.8% | $2,671-30.1% |
| Participant deferral / active EE | $3,790 | $4,343-12.7% | $5,821-34.9% | $4,126-8.2% |
| Admin fee / account holder | $3,678 | $6,780-45.7% | $10,601-65.3% | $5,651-34.9% |