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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 | $143,683 | $100,805+42.5% | $86,698+65.7% | $134,532+6.8% |
| Participation rate | 33.3% | 79.0%-45.6pp | 76.6%-43.3pp | 81.2%-47.9pp |
| Annual return | -20.82% | 29.09%-49.9pp | 35.95%-56.8pp | 418.27%-439.1pp |
| Employer contribution / active EE | $925 | $3,490-73.5% | $2,837-67.4% | $4,741-80.5% |
| Participant deferral / active EE | $1,942 | $5,339-63.6% | $4,656-58.3% | $6,401-69.7% |
| Admin fee / account holder | $5,170 | $10,925-52.7% | $7,493-31.0% | $11,429-54.8% |