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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 | $188,072 | $82,288+128.6% | $68,794+173.4% | $134,509+39.8% |
| Participation rate | 66.7% | 75.1%-8.4pp | 69.0%-2.4pp | 81.2%-14.6pp |
| Annual return | -27.40% | -2.19%-25.2pp | -6.37%-21.0pp | 418.13%-445.5pp |
| Employer contribution / active EE | $2,128 | $3,301-35.5% | $2,656-19.9% | $4,741-55.1% |
| Participant deferral / active EE | $6,437 | $4,738+35.9% | $3,941+63.3% | $6,400+0.6% |
| Admin fee / account holder | $3,156 | $6,482-51.3% | $4,934-36.0% | $11,427-72.4% |