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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 | $175,379 | $82,674+112.1% | $125,381+39.9% | $68,486+156.1% |
| Participation rate | 67.3% | 75.1%-7.7pp | 82.4%-15.0pp | 67.9%-0.5pp |
| Annual return | -20.00% | -5.97%-14.0pp | 572.31%-592.3pp | -7.85%-12.2pp |
| Employer contribution / active EE | $4,203 | $3,382+24.3% | $4,815-12.7% | $2,597+61.9% |
| Participant deferral / active EE | $6,292 | $6,111+3.0% | $7,448-15.5% | $4,028+56.2% |
| Admin fee / account holder | $5,884 | $6,277-6.3% | $10,007-41.2% | $5,404+8.9% |