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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 | $80,211 | $78,694+1.9% | $67,652+18.6% | $125,389-36.0% |
| Participation rate | 63.6% | 78.8%-15.2pp | 75.7%-12.0pp | 83.2%-19.6pp |
| Annual return | -3.52% | 9.46%-13.0pp | 6625.40%-6628.9pp | 282.24%-285.8pp |
| Employer contribution / active EE | $2,577 | $3,044-15.4% | $2,266+13.7% | $4,866-47.1% |
| Participant deferral / active EE | $4,903 | $4,292+14.2% | $3,560+37.7% | $5,352-8.4% |
| Admin fee / account holder | $50,650 | $7,403+584.2% | $4,821+950.7% | $9,541+430.9% |