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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 | $159,706 | $95,975+66.4% | $74,549+114.2% | $135,379+18.0% |
| Participation rate | 66.7% | 75.7%-9.0pp | 69.1%-2.5pp | 82.6%-16.0pp |
| Annual return | -10.30% | 56.96%-67.3pp | 32.53%-42.8pp | 519.79%-530.1pp |
| Employer contribution / active EE | $1,379 | $2,716-49.2% | $1,961-29.7% | $4,779-71.2% |
| Participant deferral / active EE | $15,071 | $3,844+292.1% | $3,108+384.9% | $5,609+168.7% |
| Admin fee / account holder | $700 | $6,522-89.3% | $5,059-86.2% | $10,828-93.5% |