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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 | $38,202 | $91,537-58.3% | $130,045-70.6% | $75,173-49.2% |
| Participation rate | 61.2% | 71.5%-10.2pp | 78.5%-17.3pp | 67.2%-6.0pp |
| Annual return | 6.46% | -631.55%+638.0pp | -137.30%+143.8pp | 160.72%-154.3pp |
| Employer contribution / active EE | $2,196 | $2,845-22.8% | $4,321-49.2% | $2,671-17.8% |
| Participant deferral / active EE | $4,834 | $4,343+11.3% | $5,820-16.9% | $4,126+17.1% |
| Admin fee / account holder | $1,229 | $6,780-81.9% | $10,600-88.4% | $5,651-78.2% |