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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 | $173,113 | $138,076+25.4% | $123,553+40.1% | $135,380+27.9% |
| Participation rate | 62.5% | 84.7%-22.2pp | 82.3%-19.8pp | 82.6%-20.1pp |
| Annual return | -10.84% | 153.70%-164.5pp | 119.21%-130.0pp | 519.81%-530.6pp |
| Employer contribution / active EE | $2,016 | $5,152-60.9% | $4,628-56.4% | $4,779-57.8% |
| Participant deferral / active EE | $6,230 | $6,800-8.4% | $6,426-3.0% | $5,609+11.1% |
| Admin fee / account holder | $1,834 | $10,917-83.2% | $9,284-80.2% | $10,828-83.1% |