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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 | $220,461 | $93,098+136.8% | $77,081+186.0% | $134,509+63.9% |
| Participation rate | 62.5% | 74.5%-12.0pp | 67.9%-5.4pp | 81.2%-18.7pp |
| Annual return | -23.69% | 62.63%-86.3pp | 42.33%-66.0pp | 418.13%-441.8pp |
| Employer contribution / active EE | $1,242 | $3,419-63.7% | $2,813-55.9% | $4,741-73.8% |
| Participant deferral / active EE | $6,760 | $5,239+29.0% | $4,428+52.7% | $6,400+5.6% |
| Admin fee / account holder | $1,803 | $6,945-74.0% | $5,427-66.8% | $11,427-84.2% |