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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 | $145,026 | $157,276-7.8% | $141,177+2.7% | $152,885-5.1% |
| Participation rate | 54.5% | 84.8%-30.3pp | 82.5%-27.9pp | 82.5%-27.9pp |
| Annual return | -10.34% | 64.33%-74.7pp | 71.40%-81.7pp | 345.39%-355.7pp |
| Employer contribution / active EE | $2,922 | $5,262-44.5% | $4,736-38.3% | $4,763-38.7% |
| Participant deferral / active EE | $6,136 | $7,110-13.7% | $6,710-8.5% | $5,851+4.9% |
| Admin fee / account holder | $378 | $12,123-96.9% | $10,263-96.3% | $11,598-96.7% |