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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 | $80,953 | $106,008-23.6% | $92,240-12.2% | $147,586-45.1% |
| Participation rate | 27.8% | 80.4%-52.6pp | 76.5%-48.7pp | 82.8%-55.1pp |
| Annual return | -1.84% | 50.05%-51.9pp | 176.29%-178.1pp | 578.59%-580.4pp |
| Employer contribution / active EE | $1,017 | $4,333-76.5% | $3,680-72.4% | $4,876-79.2% |
| Participant deferral / active EE | $2,904 | $4,478-35.2% | $3,897-25.5% | $5,439-46.6% |
| Admin fee / account holder | $7,295 | $6,333+15.2% | $5,194+40.4% | $10,886-33.0% |