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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 | $91,793 | $45,566+101.5% | $64,105+43.2% | $59,633+53.9% |
| Participation rate | 25.0% | 60.2%-35.2pp | 68.2%-43.2pp | 68.7%-43.7pp |
| Annual return | -25.27% | 4.95%-30.2pp | 791.24%-816.5pp | 2041.45%-2066.7pp |
| Employer contribution / active EE | $1,501 | $934+60.6% | $1,820-17.5% | $2,203-31.9% |
| Participant deferral / active EE | $6,646 | $2,057+223.1% | $2,822+135.5% | $3,192+108.2% |
| Admin fee / account holder | $2,000 | $3,268-38.8% | $4,499-55.5% | $4,297-53.5% |