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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 | $112,544 | $45,566+147.0% | $64,105+75.6% | $59,633+88.7% |
| Participation rate | 57.6% | 60.2%-2.5pp | 68.2%-10.5pp | 68.7%-11.0pp |
| Annual return | -2.84% | 4.95%-7.8pp | 791.24%-794.1pp | 2041.45%-2044.3pp |
| Employer contribution / active EE | $599 | $934-35.9% | $1,820-67.1% | $2,203-72.8% |
| Participant deferral / active EE | $2,540 | $2,057+23.5% | $2,822-10.0% | $3,192-20.4% |
| Admin fee / account holder | $4,523 | $3,268+38.4% | $4,499+0.5% | $4,297+5.3% |