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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 | $92,379 | $48,274+91.4% | $63,244+46.1% | $59,633+54.9% |
| Participation rate | 69.2% | 66.3%+2.9pp | 71.0%-1.8pp | 68.7%+0.6pp |
| Annual return | -2.62% | -240.79%+238.2pp | -70.31%+67.7pp | 2041.45%-2044.1pp |
| Employer contribution / active EE | $939 | $1,586-40.8% | $2,322-59.6% | $2,203-57.4% |
| Participant deferral / active EE | $4,367 | $2,343+86.4% | $2,953+47.9% | $3,192+36.8% |
| Admin fee / account holder | $1,618 | $3,600-55.0% | $5,893-72.5% | $4,297-62.3% |