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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 | $37,866 | $84,482-55.2% | $125,363-69.8% | $66,930-43.4% |
| Participation rate | 69.3% | 76.4%-7.1pp | 82.4%-13.1pp | 69.8%-0.5pp |
| Annual return | -18.41% | -8.49%-9.9pp | 572.15%-590.6pp | 1.57%-20.0pp |
| Employer contribution / active EE | $2,358 | $3,553-33.6% | $4,815-51.0% | $2,545-7.3% |
| Participant deferral / active EE | $10,211 | $6,782+50.6% | $7,447+37.1% | $4,238+141.0% |
| Admin fee / account holder | $3,594 | $685+424.7% | $10,005-64.1% | $593+505.6% |