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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 | $118,965 | $138,075-13.8% | $123,552-3.7% | $135,379-12.1% |
| Participation rate | 18.2% | 84.7%-66.6pp | 82.3%-64.1pp | 82.6%-64.5pp |
| Annual return | -9.96% | 153.70%-163.7pp | 119.20%-129.2pp | 519.79%-529.7pp |
| Employer contribution / active EE | $1,010 | $5,152-80.4% | $4,628-78.2% | $4,779-78.9% |
| Participant deferral / active EE | $4,341 | $6,800-36.2% | $6,426-32.4% | $5,609-22.6% |
| Admin fee / account holder | $2,646 | $10,917-75.8% | $9,285-71.5% | $10,828-75.6% |