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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 | $138,323 | $93,117+48.5% | $77,096+79.4% | $134,532+2.8% |
| Participation rate | 42.9% | 74.5%-31.6pp | 67.9%-25.1pp | 81.2%-38.4pp |
| Annual return | -23.18% | 62.67%-85.8pp | 42.35%-65.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $1,879 | $3,420-45.1% | $2,814-33.2% | $4,741-60.4% |
| Participant deferral / active EE | $18,992 | $5,241+262.4% | $4,429+328.8% | $6,401+196.7% |
| Admin fee / account holder | $917 | $6,948-86.8% | $5,428-83.1% | $11,429-92.0% |