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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 | $218,702 | $82,314+165.7% | $68,808+217.8% | $134,532+62.6% |
| Participation rate | 33.3% | 75.1%-41.7pp | 69.0%-35.7pp | 81.2%-47.9pp |
| Annual return | -21.54% | -2.18%-19.4pp | -6.37%-15.2pp | 418.27%-439.8pp |
| Employer contribution / active EE | $751 | $3,301-77.3% | $2,656-71.7% | $4,741-84.2% |
| Participant deferral / active EE | $2,376 | $4,740-49.9% | $3,942-39.7% | $6,401-62.9% |
| Admin fee / account holder | $9,073 | $6,484+39.9% | $4,936+83.8% | $11,429-20.6% |