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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 | $217,816 | $93,124+133.9% | $77,100+182.5% | $134,545+61.9% |
| Participation rate | 40.0% | 74.5%-34.5pp | 67.9%-27.9pp | 81.2%-41.2pp |
| Annual return | -26.04% | 62.68%-88.7pp | 42.35%-68.4pp | 418.37%-444.4pp |
| Employer contribution / active EE | $1,830 | $3,421-46.5% | $2,815-35.0% | $4,742-61.4% |
| Participant deferral / active EE | $5,560 | $5,242+6.1% | $4,430+25.5% | $6,401-13.1% |
| Admin fee / account holder | $2,520 | $6,970-63.9% | $5,443-53.7% | $11,431-78.0% |