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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 | $28,372 | $135,639-79.1% | $110,241-74.3% | $135,382-79.0% |
| Participation rate | 60.0% | 83.5%-23.5pp | 79.8%-19.8pp | 82.6%-22.6pp |
| Annual return | -10.40% | 513.21%-523.6pp | 314.75%-325.1pp | 519.77%-530.2pp |
| Employer contribution / active EE | $2,182 | $4,907-55.5% | $3,827-43.0% | $4,779-54.3% |
| Participant deferral / active EE | $7,408 | $5,507+34.5% | $4,672+58.6% | $5,609+32.1% |
| Admin fee / account holder | $6,779 | $11,457-40.8% | $8,548-20.7% | $10,829-37.4% |