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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 | $146,576 | $133,981+9.4% | $112,249+30.6% | $134,532+9.0% |
| Participation rate | 66.7% | 78.6%-11.9pp | 75.1%-8.4pp | 81.2%-14.6pp |
| Annual return | -21.12% | 47.16%-68.3pp | 27.48%-48.6pp | 418.27%-439.4pp |
| Employer contribution / active EE | $9,652 | $4,040+138.9% | $3,636+165.5% | $4,741+103.6% |
| Participant deferral / active EE | $8,614 | $5,292+62.8% | $4,729+82.2% | $6,401+34.6% |
| Admin fee / account holder | $1,202 | $7,492-84.0% | $6,412-81.3% | $11,429-89.5% |