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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 | $56,695 | $135,645-58.2% | $110,243-48.6% | $135,379-58.1% |
| Participation rate | 65.2% | 83.5%-18.2pp | 79.8%-14.6pp | 82.6%-17.4pp |
| Annual return | -9.02% | 513.24%-522.3pp | 314.76%-323.8pp | 519.79%-528.8pp |
| Employer contribution / active EE | $2,210 | $4,907-55.0% | $3,827-42.2% | $4,779-53.8% |
| Participant deferral / active EE | $5,295 | $5,507-3.9% | $4,672+13.3% | $5,609-5.6% |
| Admin fee / account holder | $569 | $11,458-95.0% | $8,548-93.3% | $10,828-94.7% |