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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 | $156,794 | $168,635-7.0% | $147,617+6.2% | $125,389+25.0% |
| Participation rate | 60.0% | 88.8%-28.8pp | 84.6%-24.6pp | 83.2%-23.2pp |
| Annual return | -8.92% | 77.65%-86.6pp | 61.98%-70.9pp | 282.24%-291.2pp |
| Employer contribution / active EE | $14,410 | $6,252+130.5% | $5,564+159.0% | $4,866+196.1% |
| Participant deferral / active EE | $10,233 | $5,507+85.8% | $4,895+109.0% | $5,352+91.2% |
| Admin fee / account holder | $5,225 | $13,580-61.5% | $11,612-55.0% | $9,541-45.2% |