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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 | $215,779 | $180,459+19.6% | $154,108+40.0% | $135,380+59.4% |
| Participation rate | 57.1% | 87.4%-30.3pp | 83.0%-25.9pp | 82.6%-25.5pp |
| Annual return | -9.22% | 888.21%-897.4pp | 735.21%-744.4pp | 519.81%-529.0pp |
| Employer contribution / active EE | $1,327 | $6,035-78.0% | $5,298-75.0% | $4,779-72.2% |
| Participant deferral / active EE | $4,151 | $5,806-28.5% | $5,081-18.3% | $5,609-26.0% |
| Admin fee / account holder | $1,130 | $16,145-93.0% | $13,411-91.6% | $10,828-89.6% |