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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 | $201,676 | $147,167+37.0% | $111,392+81.1% | $135,379+49.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 78.9%-18.9pp | 82.6%-22.6pp |
| Annual return | -8.93% | -4.44%-4.5pp | -2.06%-6.9pp | 519.79%-528.7pp |
| Employer contribution / active EE | $6,538 | $5,204+25.6% | $4,328+51.1% | $4,779+36.8% |
| Participant deferral / active EE | $10,737 | $6,565+63.6% | $5,567+92.9% | $5,609+91.4% |
| Admin fee / account holder | $2,629 | $20,270-87.0% | $12,266-78.6% | $10,828-75.7% |