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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 | $201,867 | $91,536+120.5% | $130,062+55.2% | $75,177+168.5% |
| Participation rate | 40.0% | 71.5%-31.5pp | 78.5%-38.5pp | 67.2%-27.2pp |
| Annual return | 10.96% | -631.62%+642.6pp | -137.37%+148.3pp | 160.75%-149.8pp |
| Employer contribution / active EE | $2,260 | $2,845-20.5% | $4,322-47.7% | $2,671-15.4% |
| Participant deferral / active EE | $5,178 | $4,343+19.2% | $5,821-11.0% | $4,126+25.5% |
| Admin fee / account holder | $3,068 | $6,780-54.7% | $10,601-71.1% | $5,651-45.7% |