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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 | $118,267 | $92,743+27.5% | $82,744+42.9% | $134,532-12.1% |
| Participation rate | 64.3% | 75.2%-10.9pp | 72.6%-8.3pp | 81.2%-16.9pp |
| Annual return | -23.79% | 946.63%-970.4pp | 702.22%-726.0pp | 418.27%-442.1pp |
| Employer contribution / active EE | $2,290 | $3,273-30.0% | $3,008-23.9% | $4,741-51.7% |
| Participant deferral / active EE | $3,830 | $4,802-20.2% | $4,395-12.8% | $6,401-40.2% |
| Admin fee / account holder | $529 | $5,977-91.1% | $5,325-90.1% | $11,429-95.4% |