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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 | $153,458 | $106,267+44.4% | $96,520+59.0% | $139,456+10.0% |
| Participation rate | 42.9% | 77.8%-35.0pp | 74.3%-31.5pp | 80.3%-37.5pp |
| Annual return | -6.84% | 38.45%-45.3pp | 35.72%-42.6pp | 373.45%-380.3pp |
| Employer contribution / active EE | $1,423 | $4,105-65.3% | $3,739-61.9% | $4,753-70.1% |
| Participant deferral / active EE | $3,263 | $5,454-40.2% | $4,879-33.1% | $6,711-51.4% |
| Admin fee / account holder | $11,711 | $7,882+48.6% | $6,733+73.9% | $11,407+2.7% |