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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 | $234,430 | $106,549+120.0% | $91,225+157.0% | $134,509+74.3% |
| Participation rate | 33.3% | 76.8%-43.5pp | 73.2%-39.9pp | 81.2%-47.9pp |
| Annual return | -23.39% | 160.73%-184.1pp | 114.10%-137.5pp | 418.13%-441.5pp |
| Employer contribution / active EE | $681 | $3,331-79.6% | $2,851-76.1% | $4,741-85.6% |
| Participant deferral / active EE | $3,422 | $4,719-27.5% | $4,234-19.2% | $6,400-46.5% |
| Admin fee / account holder | $4,513 | $6,234-27.6% | $5,422-16.8% | $11,427-60.5% |