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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 | $133,106 | $100,792+32.1% | $86,691+53.5% | $134,509-1.0% |
| Participation rate | 55.6% | 78.9%-23.4pp | 76.6%-21.0pp | 81.2%-25.7pp |
| Annual return | -21.90% | 29.08%-51.0pp | 35.94%-57.8pp | 418.13%-440.0pp |
| Employer contribution / active EE | $2,148 | $3,491-38.5% | $2,837-24.3% | $4,741-54.7% |
| Participant deferral / active EE | $6,584 | $5,339+23.3% | $4,656+41.4% | $6,400+2.9% |
| Admin fee / account holder | $33,537 | $10,924+207.0% | $7,492+347.6% | $11,427+193.5% |