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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 | $57,226 | $127,386-55.1% | $115,037-50.3% | $125,388-54.4% |
| Participation rate | 50.0% | 84.2%-34.2pp | 81.4%-31.4pp | 83.2%-33.2pp |
| Annual return | -23.17% | 31.28%-54.5pp | 26.14%-49.3pp | 282.24%-305.4pp |
| Employer contribution / active EE | $9,348 | $5,166+81.0% | $4,608+102.9% | $4,866+92.1% |
| Participant deferral / active EE | $13,630 | $6,423+112.2% | $6,026+126.2% | $5,352+154.7% |
| Admin fee / account holder | $4,994 | $9,516-47.5% | $8,175-38.9% | $9,541-47.7% |