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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 | $33,059 | $138,075-76.1% | $123,552-73.2% | $135,379-75.6% |
| Participation rate | 57.1% | 84.7%-27.6pp | 82.3%-25.2pp | 82.6%-25.5pp |
| Annual return | -10.15% | 153.70%-163.8pp | 119.20%-129.4pp | 519.79%-529.9pp |
| Employer contribution / active EE | $2,403 | $5,152-53.4% | $4,628-48.1% | $4,779-49.7% |
| Participant deferral / active EE | $5,909 | $6,800-13.1% | $6,426-8.0% | $5,609+5.4% |
| Admin fee / account holder | $368 | $10,917-96.6% | $9,285-96.0% | $10,828-96.6% |