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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 | $167,514 | $154,754+8.2% | $124,206+34.9% | $138,895+20.6% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.6%-19.6pp | 79.9%-29.9pp |
| Annual return | -2.90% | 709.28%-712.2pp | 515.27%-518.2pp | 145.39%-148.3pp |
| Employer contribution / active EE | $2,473 | $4,446-44.4% | $3,540-30.1% | $4,194-41.0% |
| Participant deferral / active EE | $4,810 | $4,621+4.1% | $3,968+21.2% | $6,396-24.8% |
| Admin fee / account holder | $1,498 | $6,690-77.6% | $5,929-74.7% | $12,562-88.1% |