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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 | $202,535 | $59,111+242.6% | $86,451+134.3% | $68,490+195.7% |
| Participation rate | 36.7% | 75.2%-38.6pp | 80.3%-43.7pp | 67.9%-31.2pp |
| Annual return | -22.47% | -0.22%-22.2pp | 4398.51%-4421.0pp | -7.85%-14.6pp |
| Employer contribution / active EE | $1,199 | $2,519-52.4% | $3,770-68.2% | $2,597-53.8% |
| Participant deferral / active EE | $4,071 | $5,900-31.0% | $6,953-41.5% | $4,028+1.1% |
| Admin fee / account holder | $51,066 | $5,640+805.4% | $6,734+658.3% | $5,403+845.2% |