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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 | $189,902 | $148,582+27.8% | $135,942+39.7% | $139,456+36.2% |
| Participation rate | 69.2% | 83.9%-14.6pp | 81.9%-12.7pp | 80.3%-11.1pp |
| Annual return | -2.30% | 79.26%-81.6pp | 68.28%-70.6pp | 373.45%-375.8pp |
| Employer contribution / active EE | $3,533 | $5,245-32.6% | $4,858-27.3% | $4,753-25.7% |
| Participant deferral / active EE | $9,414 | $8,101+16.2% | $7,759+21.3% | $6,711+40.3% |
| Admin fee / account holder | $5,137 | $12,402-58.6% | $10,764-52.3% | $11,407-55.0% |