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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 | $175,545 | $167,353+4.9% | $143,797+22.1% | $134,545+30.5% |
| Participation rate | 50.0% | 84.8%-34.8pp | 80.3%-30.3pp | 81.2%-31.2pp |
| Annual return | -21.15% | 0.48%-21.6pp | -0.04%-21.1pp | 418.37%-439.5pp |
| Employer contribution / active EE | $8,146 | $5,620+44.9% | $4,952+64.5% | $4,742+71.8% |
| Participant deferral / active EE | $4,875 | $6,447-24.4% | $5,638-13.5% | $6,401-23.8% |
| Admin fee / account holder | $3,440 | $18,096-81.0% | $14,679-76.6% | $11,431-69.9% |