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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 | $215,892 | $168,635+28.0% | $147,617+46.3% | $125,389+72.2% |
| Participation rate | 50.0% | 88.8%-38.8pp | 84.6%-34.6pp | 83.2%-33.2pp |
| Annual return | -4.53% | 77.65%-82.2pp | 61.98%-66.5pp | 282.24%-286.8pp |
| Employer contribution / active EE | $6,595 | $6,252+5.5% | $5,564+18.5% | $4,866+35.5% |
| Participant deferral / active EE | $5,021 | $5,507-8.8% | $4,895+2.6% | $5,352-6.2% |
| Admin fee / account holder | $1,669 | $13,580-87.7% | $11,612-85.6% | $9,541-82.5% |