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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 | $154,228+41.5% | $145,433+50.1% | $137,256+59.0% |
| Participation rate | 36.4% | 83.8%-47.4pp | 82.1%-45.8pp | 80.0%-43.6pp |
| Annual return | -1.54% | 74.59%-76.1pp | 66.58%-68.1pp | 220.34%-221.9pp |
| Employer contribution / active EE | $2,015 | $4,804-58.1% | $4,554-55.8% | $4,156-51.5% |
| Participant deferral / active EE | $5,481 | $8,216-33.3% | $7,897-30.6% | $6,407-14.4% |
| Admin fee / account holder | $4,511 | $14,344-68.6% | $13,129-65.6% | $12,270-63.2% |