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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 | $188,148 | $107,363+75.2% | $92,909+102.5% | $152,897+23.1% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | -2.53% | 145.63%-148.2pp | 109.44%-112.0pp | 345.43%-348.0pp |
| Employer contribution / active EE | $2,020 | $4,222-52.2% | $3,653-44.7% | $4,764-57.6% |
| Participant deferral / active EE | $7,967 | $4,848+64.3% | $4,238+88.0% | $5,851+36.2% |
| Admin fee / account holder | $1,879 | $7,082-73.5% | $5,795-67.6% | $11,599-83.8% |