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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 | $185,949 | $82,674+124.9% | $125,381+48.3% | $68,486+171.5% |
| Participation rate | 56.7% | 75.1%-18.4pp | 82.4%-25.7pp | 67.9%-11.2pp |
| Annual return | -20.60% | -5.97%-14.6pp | 572.31%-592.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $2,920 | $3,382-13.7% | $4,815-39.4% | $2,597+12.4% |
| Participant deferral / active EE | $9,046 | $6,111+48.0% | $7,448+21.5% | $4,028+124.6% |
| Admin fee / account holder | $1,198 | $6,277-80.9% | $10,007-88.0% | $5,404-77.8% |