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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 | $63,385 | $138,076-54.1% | $123,553-48.7% | $135,380-53.2% |
| Participation rate | 55.6% | 84.7%-29.2pp | 82.3%-26.7pp | 82.6%-27.1pp |
| Annual return | -13.65% | 153.70%-167.3pp | 119.21%-132.9pp | 519.81%-533.5pp |
| Employer contribution / active EE | $4,270 | $5,152-17.1% | $4,628-7.7% | $4,779-10.6% |
| Participant deferral / active EE | $11,024 | $6,800+62.1% | $6,426+71.6% | $5,609+96.5% |
| Admin fee / account holder | $594 | $10,917-94.6% | $9,284-93.6% | $10,828-94.5% |