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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 | $100,790 | $54,370+85.4% | $82,763+21.8% | $68,490+47.2% |
| Participation rate | 47.7% | 63.9%-16.2pp | 72.6%-24.8pp | 67.9%-20.2pp |
| Annual return | -20.18% | -13.67%-6.5pp | 702.45%-722.6pp | -7.85%-12.3pp |
| Employer contribution / active EE | $1,316 | $2,219-40.7% | $3,008-56.2% | $2,597-49.3% |
| Participant deferral / active EE | $2,635 | $3,247-18.8% | $4,395-40.0% | $4,028-34.6% |
| Admin fee / account holder | $7,443 | $4,398+69.2% | $5,325+39.8% | $5,403+37.8% |