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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 | $96,410 | $91,525+5.3% | $130,026-25.9% | $75,181+28.2% |
| Participation rate | 63.0% | 71.4%-8.5pp | 78.5%-15.5pp | 67.2%-4.2pp |
| Annual return | 12.55% | -631.40%+644.0pp | -137.26%+149.8pp | 160.69%-148.1pp |
| Employer contribution / active EE | $2,167 | $2,844-23.8% | $4,321-49.8% | $2,671-18.8% |
| Participant deferral / active EE | $3,603 | $4,342-17.0% | $5,821-38.1% | $4,126-12.7% |
| Admin fee / account holder | $11,436 | $6,778+68.7% | $10,608+7.8% | $5,650+102.4% |