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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 | $133,691 | $91,537+46.1% | $130,045+2.8% | $75,173+77.8% |
| Participation rate | 69.4% | 71.5%-2.0pp | 78.5%-9.1pp | 67.2%+2.2pp |
| Annual return | 10.16% | -631.55%+641.7pp | -137.30%+147.5pp | 160.72%-150.6pp |
| Employer contribution / active EE | $1,387 | $2,845-51.3% | $4,321-67.9% | $2,671-48.1% |
| Participant deferral / active EE | $6,512 | $4,343+50.0% | $5,820+11.9% | $4,126+57.8% |
| Admin fee / account holder | $25,589 | $6,780+277.4% | $10,600+141.4% | $5,651+352.9% |