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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 | $182,574 | $91,537+99.5% | $130,045+40.4% | $75,173+142.9% |
| Participation rate | 66.7% | 71.5%-4.8pp | 78.5%-11.8pp | 67.2%-0.5pp |
| Annual return | 12.12% | -631.55%+643.7pp | -137.30%+149.4pp | 160.72%-148.6pp |
| Employer contribution / active EE | $1,846 | $2,845-35.1% | $4,321-57.3% | $2,671-30.9% |
| Participant deferral / active EE | $8,887 | $4,343+104.6% | $5,820+52.7% | $4,126+115.4% |
| Admin fee / account holder | $18,964 | $6,780+179.7% | $10,600+78.9% | $5,651+235.6% |