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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 | $153,829 | $84,464+82.1% | $61,399+150.5% | $134,509+14.4% |
| Participation rate | 31.8% | 62.2%-30.4pp | 52.6%-20.8pp | 81.2%-49.4pp |
| Annual return | -31.05% | 585.06%-616.1pp | 338.81%-369.9pp | 418.13%-449.2pp |
| Employer contribution / active EE | $786 | $1,545-49.1% | $1,159-32.2% | $4,741-83.4% |
| Participant deferral / active EE | $2,504 | $2,818-11.1% | $2,124+17.9% | $6,400-60.9% |
| Admin fee / account holder | $1,850 | $2,587-28.5% | $2,131-13.2% | $11,427-83.8% |