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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 | $218,238 | $156,398+39.5% | $147,318+48.1% | $138,895+57.1% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.7pp | 79.9%-43.6pp |
| Annual return | -1.54% | 78.75%-80.3pp | 70.43%-72.0pp | 145.39%-146.9pp |
| Employer contribution / active EE | $2,015 | $4,853-58.5% | $4,593-56.1% | $4,194-52.0% |
| Participant deferral / active EE | $5,481 | $8,237-33.5% | $7,906-30.7% | $6,396-14.3% |
| Admin fee / account holder | $4,511 | $14,976-69.9% | $13,708-67.1% | $12,562-64.1% |