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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 | $231,239 | $91,167+153.6% | $178,498+29.5% | $79,858+189.6% |
| Participation rate | 40.0% | 69.2%-29.2pp | 81.9%-41.9pp | 69.6%-29.6pp |
| Annual return | -2.01% | 24.19%-26.2pp | 151.09%-153.1pp | 31.72%-33.7pp |
| Employer contribution / active EE | $824 | $3,255-74.7% | $5,011-83.5% | $2,471-66.6% |
| Participant deferral / active EE | $1,451 | $3,236-55.1% | $5,202-72.1% | $3,740-61.2% |
| Admin fee / account holder | $1,412 | $6,747-79.1% | $13,985-89.9% | $5,306-73.4% |