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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 | $223,375 | $114,119+95.7% | $107,187+108.4% | $138,895+60.8% |
| Participation rate | 22.7% | 78.1%-55.3pp | 75.0%-52.3pp | 79.9%-57.2pp |
| Annual return | -4.34% | 273.21%-277.5pp | 204.55%-208.9pp | 145.39%-149.7pp |
| Employer contribution / active EE | $1,008 | $4,059-75.2% | $3,782-73.3% | $4,194-76.0% |
| Participant deferral / active EE | $4,752 | $5,538-14.2% | $5,096-6.8% | $6,396-25.7% |
| Admin fee / account holder | $22,268 | $10,024+122.2% | $9,162+143.0% | $12,562+77.3% |