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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 | $148,894 | $63,703+133.7% | $93,063+60.0% | $82,448+80.6% |
| Participation rate | 31.7% | 63.8%-32.1pp | 72.1%-40.4pp | 68.1%-36.3pp |
| Annual return | 10.67% | -775.43%+786.1pp | 34.15%-23.5pp | 41.64%-31.0pp |
| Employer contribution / active EE | $497 | $1,729-71.3% | $2,476-79.9% | $2,551-80.5% |
| Participant deferral / active EE | $2,275 | $2,919-22.1% | $3,958-42.5% | $4,139-45.0% |
| Admin fee / account holder | $11,146 | $5,982+86.3% | $6,033+84.8% | $7,234+54.1% |