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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 | $24,277 | $138,076-82.4% | $123,553-80.4% | $135,380-82.1% |
| Participation rate | 69.2% | 84.7%-15.5pp | 82.3%-13.1pp | 82.6%-13.4pp |
| Annual return | -16.32% | 153.70%-170.0pp | 119.21%-135.5pp | 519.81%-536.1pp |
| Employer contribution / active EE | $2,049 | $5,152-60.2% | $4,628-55.7% | $4,779-57.1% |
| Participant deferral / active EE | $9,695 | $6,800+42.6% | $6,426+50.9% | $5,609+72.9% |
| Admin fee / account holder | $956 | $10,917-91.2% | $9,284-89.7% | $10,828-91.2% |