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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 | $111,567 | $108,882+2.5% | $96,754+15.3% | $154,746-27.9% |
| Participation rate | 46.2% | 75.1%-28.9pp | 70.3%-24.1pp | 80.7%-34.5pp |
| Annual return | -6.62% | 98.39%-105.0pp | 82.04%-88.7pp | 172.34%-179.0pp |
| Employer contribution / active EE | $1,474 | $3,018-51.1% | $2,679-45.0% | $4,379-66.3% |
| Participant deferral / active EE | $2,675 | $5,323-49.8% | $4,758-43.8% | $6,730-60.3% |
| Admin fee / account holder | $25,767 | $10,200+152.6% | $8,905+189.4% | $14,365+79.4% |