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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 | $113,836 | $133,998-15.0% | $112,263+1.4% | $134,545-15.4% |
| Participation rate | 50.0% | 78.6%-28.6pp | 75.1%-25.1pp | 81.2%-31.2pp |
| Annual return | -20.57% | 47.17%-67.7pp | 27.49%-48.1pp | 418.37%-438.9pp |
| Employer contribution / active EE | $1,633 | $4,040-59.6% | $3,636-55.1% | $4,742-65.6% |
| Participant deferral / active EE | $9,938 | $5,292+87.8% | $4,729+110.1% | $6,401+55.2% |
| Admin fee / account holder | $822 | $7,493-89.0% | $6,410-87.2% | $11,431-92.8% |