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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 | $107,398 | $91,179+17.8% | $178,499-39.8% | $79,852+34.5% |
| Participation rate | 56.3% | 69.2%-13.0pp | 81.9%-25.7pp | 69.6%-13.4pp |
| Annual return | -5.51% | 24.19%-29.7pp | 151.10%-156.6pp | 31.72%-37.2pp |
| Employer contribution / active EE | $1,409 | $3,256-56.7% | $5,011-71.9% | $2,471-43.0% |
| Participant deferral / active EE | $3,286 | $3,236+1.6% | $5,202-36.8% | $3,740-12.1% |
| Admin fee / account holder | $210,087 | $6,749+3013.1% | $13,986+1402.1% | $5,306+3859.2% |