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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 | $108,510 | $91,536+18.5% | $130,062-16.6% | $75,177+44.3% |
| Participation rate | 51.7% | 71.5%-19.7pp | 78.5%-26.8pp | 67.2%-15.5pp |
| Annual return | 7.09% | -631.62%+638.7pp | -137.37%+144.5pp | 160.75%-153.7pp |
| Employer contribution / active EE | $853 | $2,845-70.0% | $4,322-80.3% | $2,671-68.1% |
| Participant deferral / active EE | $2,596 | $4,343-40.2% | $5,821-55.4% | $4,126-37.1% |
| Admin fee / account holder | $4,672 | $6,780-31.1% | $10,601-55.9% | $5,651-17.3% |