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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 | $96,930 | $91,536+5.9% | $130,062-25.5% | $75,177+28.9% |
| Participation rate | 38.0% | 71.5%-33.5pp | 78.5%-40.5pp | 67.2%-29.2pp |
| Annual return | 12.29% | -631.62%+643.9pp | -137.37%+149.7pp | 160.75%-148.5pp |
| Employer contribution / active EE | $786 | $2,845-72.4% | $4,322-81.8% | $2,671-70.6% |
| Participant deferral / active EE | $2,393 | $4,343-44.9% | $5,821-58.9% | $4,126-42.0% |
| Admin fee / account holder | $2,039 | $6,780-69.9% | $10,601-80.8% | $5,651-63.9% |