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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 | $161,224 | $100,139+61.0% | $85,187+89.3% | $145,884+10.5% |
| Participation rate | 66.7% | 74.1%-7.4pp | 67.5%-0.9pp | 80.3%-13.6pp |
| Annual return | -2.25% | 84.15%-86.4pp | 66.67%-68.9pp | 551.85%-554.1pp |
| Employer contribution / active EE | $1,114 | $3,238-65.6% | $2,732-59.2% | $4,662-76.1% |
| Participant deferral / active EE | $5,737 | $5,296+8.3% | $4,525+26.8% | $6,690-14.2% |
| Admin fee / account holder | $1,689 | $7,262-76.7% | $6,162-72.6% | $13,392-87.4% |