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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 | $249,950 | $138,075+81.0% | $123,552+102.3% | $135,379+84.6% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -9.35% | 153.70%-163.0pp | 119.20%-128.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $2,623 | $5,152-49.1% | $4,628-43.3% | $4,779-45.1% |
| Participant deferral / active EE | $6,693 | $6,800-1.6% | $6,426+4.2% | $5,609+19.3% |
| Admin fee / account holder | $2,310 | $10,917-78.8% | $9,285-75.1% | $10,828-78.7% |