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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 | $55,504 | $138,072-59.8% | $123,549-55.1% | $135,382-59.0% |
| Participation rate | 50.0% | 84.7%-34.7pp | 82.3%-32.3pp | 82.6%-32.6pp |
| Annual return | -9.99% | 153.69%-163.7pp | 119.20%-129.2pp | 519.77%-529.8pp |
| Employer contribution / active EE | $1,644 | $5,152-68.1% | $4,628-64.5% | $4,779-65.6% |
| Participant deferral / active EE | $13,000 | $6,799+91.2% | $6,426+102.3% | $5,609+131.8% |
| Admin fee / account holder | $741 | $10,917-93.2% | $9,284-92.0% | $10,829-93.2% |