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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 | $231,904 | $167,353+38.6% | $143,797+61.3% | $134,545+72.4% |
| Participation rate | 66.7% | 84.8%-18.2pp | 80.3%-13.7pp | 81.2%-14.6pp |
| Annual return | -28.98% | 0.48%-29.5pp | -0.04%-28.9pp | 418.37%-447.4pp |
| Employer contribution / active EE | $1,597 | $5,620-71.6% | $4,952-67.8% | $4,742-66.3% |
| Participant deferral / active EE | $4,002 | $6,447-37.9% | $5,638-29.0% | $6,401-37.5% |
| Admin fee / account holder | $1,073 | $18,096-94.1% | $14,679-92.7% | $11,431-90.6% |