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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 | $145,998 | $167,522-12.8% | $151,639-3.7% | $134,532+8.5% |
| Participation rate | 50.0% | 88.4%-38.4pp | 87.5%-37.5pp | 81.2%-31.2pp |
| Annual return | -42.13% | 7.81%-49.9pp | 3.34%-45.5pp | 418.27%-460.4pp |
| Employer contribution / active EE | $17,000 | $6,828+149.0% | $6,165+175.8% | $4,741+258.6% |
| Participant deferral / active EE | $13,500 | $8,986+50.2% | $8,363+61.4% | $6,401+110.9% |
| Admin fee / account holder | $1,395 | $13,780-89.9% | $11,613-88.0% | $11,429-87.8% |