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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 | $178,968 | $111,787+60.1% | $93,681+91.0% | $145,978+22.6% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | -1.38% | 203.52%-204.9pp | 133.47%-134.9pp | 550.52%-551.9pp |
| Employer contribution / active EE | $1,824 | $3,093-41.0% | $2,422-24.7% | $4,662-60.9% |
| Participant deferral / active EE | $3,119 | $4,918-36.6% | $4,415-29.4% | $6,690-53.4% |
| Admin fee / account holder | $1,201 | $10,256-88.3% | $8,290-85.5% | $13,400-91.0% |