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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 | $28,855 | $135,645-78.7% | $110,243-73.8% | $135,380-78.7% |
| Participation rate | 58.8% | 83.5%-24.6pp | 79.8%-21.0pp | 82.6%-23.8pp |
| Annual return | -65.61% | 513.24%-578.8pp | 314.76%-380.4pp | 519.81%-585.4pp |
| Employer contribution / active EE | $4,742 | $4,907-3.4% | $3,827+23.9% | $4,779-0.8% |
| Participant deferral / active EE | $11,196 | $5,507+103.3% | $4,672+139.6% | $5,609+99.6% |
| Admin fee / account holder | $1,871 | $11,458-83.7% | $8,548-78.1% | $10,828-82.7% |