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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 | $139,884 | $175,231-20.2% | $149,696-6.6% | $139,466+0.3% |
| Participation rate | 69.2% | 83.4%-14.2pp | 78.8%-9.5pp | 80.3%-11.1pp |
| Annual return | -7.84% | 166.77%-174.6pp | 134.46%-142.3pp | 373.66%-381.5pp |
| Employer contribution / active EE | $1,877 | $5,478-65.7% | $4,821-61.1% | $4,754-60.5% |
| Participant deferral / active EE | $3,867 | $6,521-40.7% | $5,682-31.9% | $6,712-42.4% |
| Admin fee / account holder | $4,517 | $16,155-72.0% | $13,212-65.8% | $11,409-60.4% |