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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 | $59,376 | $96,643-38.6% | $86,617-31.5% | $139,456-57.4% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | -6.02% | 106.57%-112.6pp | 591.91%-597.9pp | 373.45%-379.5pp |
| Employer contribution / active EE | $4,875 | $3,264+49.4% | $3,023+61.2% | $4,753+2.6% |
| Participant deferral / active EE | $4,508 | $4,835-6.8% | $4,437+1.6% | $6,711-32.8% |
| Admin fee / account holder | $636 | $6,406-90.1% | $5,613-88.7% | $11,407-94.4% |