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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 | $29,595 | $144,130-79.5% | $117,860-74.9% | $147,585-79.9% |
| Participation rate | 58.8% | 83.4%-24.6pp | 79.7%-20.8pp | 82.8%-24.0pp |
| Annual return | -4.18% | 531.20%-535.4pp | 335.10%-339.3pp | 578.58%-582.8pp |
| Employer contribution / active EE | $1,669 | $4,897-65.9% | $3,786-55.9% | $4,876-65.8% |
| Participant deferral / active EE | $3,452 | $5,316-35.1% | $4,482-23.0% | $5,439-36.5% |
| Admin fee / account holder | $3,858 | $10,887-64.6% | $8,021-51.9% | $10,886-64.6% |