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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 | $159,138 | $88,585+79.6% | $69,884+127.7% | $134,532+18.3% |
| Participation rate | 50.0% | 74.9%-24.9pp | 70.5%-20.5pp | 81.2%-31.2pp |
| Annual return | -20.75% | 442.80%-463.6pp | 190.81%-211.6pp | 418.27%-439.0pp |
| Employer contribution / active EE | $754 | $3,235-76.7% | $2,560-70.5% | $4,741-84.1% |
| Participant deferral / active EE | $4,404 | $4,770-7.7% | $3,848+14.4% | $6,401-31.2% |
| Admin fee / account holder | $842 | $10,441-91.9% | $6,266-86.6% | $11,429-92.6% |