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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 | $14,312 | $44,850-68.1% | $60,547-76.4% | $59,633-76.0% |
| Participation rate | 66.7% | 59.5%+7.2pp | 68.0%-1.3pp | 68.7%-2.0pp |
| Annual return | -5.93% | 1074.14%-1080.1pp | 335.64%-341.6pp | 2041.45%-2047.4pp |
| Employer contribution / active EE | $2,072 | $1,462+41.7% | $2,419-14.4% | $2,203-5.9% |
| Participant deferral / active EE | $2,803 | $2,230+25.7% | $3,328-15.8% | $3,192-12.2% |
| Admin fee / account holder | $1,601 | $3,635-56.0% | $4,536-64.7% | $4,297-62.8% |