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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 | $73,571 | $165,399-55.5% | $149,745-50.9% | $158,982-53.7% |
| Participation rate | 28.6% | 84.6%-56.0pp | 82.5%-53.9pp | 82.0%-53.4pp |
| Annual return | -8.44% | 348.34%-356.8pp | 276.72%-285.2pp | 302.99%-311.4pp |
| Employer contribution / active EE | $6,520 | $5,105+27.7% | $4,646+40.3% | $4,763+36.9% |
| Participant deferral / active EE | $4,127 | $7,183-42.5% | $6,843-39.7% | $5,983-31.0% |
| Admin fee / account holder | $492 | $10,811-95.4% | $9,312-94.7% | $11,252-95.6% |