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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 | $25,865 | $135,639-80.9% | $110,241-76.5% | $135,382-80.9% |
| Participation rate | 66.7% | 83.5%-16.8pp | 79.8%-13.2pp | 82.6%-16.0pp |
| Annual return | -8.78% | 513.21%-522.0pp | 314.75%-323.5pp | 519.77%-528.5pp |
| Employer contribution / active EE | $2,552 | $4,907-48.0% | $3,827-33.3% | $4,779-46.6% |
| Participant deferral / active EE | $6,432 | $5,507+16.8% | $4,672+37.7% | $5,609+14.7% |
| Admin fee / account holder | $2,935 | $11,457-74.4% | $8,548-65.7% | $10,829-72.9% |