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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 | $97,315 | $138,076-29.5% | $123,553-21.2% | $135,380-28.1% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -11.25% | 153.70%-164.9pp | 119.21%-130.5pp | 519.81%-531.1pp |
| Employer contribution / active EE | $1,473 | $5,152-71.4% | $4,628-68.2% | $4,779-69.2% |
| Participant deferral / active EE | $8,803 | $6,800+29.5% | $6,426+37.0% | $5,609+56.9% |
| Admin fee / account holder | $4,572 | $10,917-58.1% | $9,284-50.8% | $10,828-57.8% |