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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 | $201,105 | $95,917+109.7% | $79,583+152.7% | $134,545+49.5% |
| Participation rate | 40.9% | 75.0%-34.1pp | 69.5%-28.6pp | 81.2%-40.3pp |
| Annual return | -25.77% | -2.70%-23.1pp | 0.16%-25.9pp | 418.37%-444.1pp |
| Employer contribution / active EE | $1,687 | $3,129-46.1% | $2,414-30.1% | $4,742-64.4% |
| Participant deferral / active EE | $3,912 | $4,694-16.7% | $3,986-1.8% | $6,401-38.9% |
| Admin fee / account holder | $3,174 | $9,132-65.2% | $6,835-53.6% | $11,431-72.2% |