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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 | $96,850 | $91,525+5.8% | $130,026-25.5% | $75,181+28.8% |
| Participation rate | 69.7% | 71.4%-1.7pp | 78.5%-8.8pp | 67.2%+2.5pp |
| Annual return | 12.00% | -631.40%+643.4pp | -137.26%+149.3pp | 160.69%-148.7pp |
| Employer contribution / active EE | $2,715 | $2,844-4.5% | $4,321-37.2% | $2,671+1.7% |
| Participant deferral / active EE | $7,479 | $4,342+72.3% | $5,821+28.5% | $4,126+81.3% |
| Admin fee / account holder | $13,830 | $6,778+104.0% | $10,608+30.4% | $5,650+144.8% |